How Do I Give Access And Permissions To My Users?
Reference
Refer to the process video below for a better understanding.
https://www.loom.com/share/d923c33a8c224b5b8384a8c86caf316c?sid=33e95137-532d-4dc8-bd59-625115e94430
Procedure
Give access and permissions to your REsimpli account users by following the steps here:
Log in to your REsimpli account.
Navigate to ‘Settings’ in the bottom left corner.
3. Under the ‘General’ tab, click ‘Manage Users.’
4. Select a user from the existing user list and hit the ‘Pencil’ icon under the ‘Actions’ column. The ‘Edit User’ window will open.
5. Click the Lead Permissions tab and follow the steps below:
Click on the ‘Assigned’ tab.
Click the access to leads and the access type.
Enable the toggle to ‘Access Permission By Status.’
4. Click the ‘Permissions’ tab.
5. Disable or enable the toggles on the ‘Permissions’ tab.
6. Click ‘Save Lead Access.’
6. Click ‘Module Permissions.’ A new window will open.
7. Select the permissions you want to give your user(s).
Scroll down and click different modules to enable permissions such as ‘View Only’ and ‘Full Access’ or set it to ‘None’ if no permission is allowed.
Hit ‘Save Module Permissions.’
8. Click ‘Save User.’
Note: Access and permissions can be given whenever necessary.
Should you have any other questions, please do not hesitate to contact us. You can email us at support@resimpli.com. You can also reach us through live chat or SMS support. We are open Monday - Friday from 9 a.m. to 5 p.m. EST.