How to manage an employee's access to the site - Page Permission

Thu, 06/04/2009 - 16:41
Darin Dixon
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Joined: 04/03/2008
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The Page Permission dropdown allows you to select a set of permissions you want the employee to have. Usually there are some preconfigured sets of permissions with the names of Admin, Manager, Team Lead, or Basic User.

The page permissions, or sets of permissions, determine how much access the user will have in the CRM and the different tabs.

To edit the different page permissions:

1. Click on the Admin tab.
2. Click on Manage Permissions under the Site Settings section.
3. Click on the page permission name on the left that you want to edit.
4. Notice the permissions are grouped by which tab they fall under in the CRM. Select or unselect the checkboxes to give and take away individual permissions or the ability to view the different tabs.
5. Click "Save" when finished.

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