Access other users' performance statistics
Admin users need to be able to add new users and assign permissions and visibility settings Download the guide to managing your team and scaling sales You need to find A superstar team and a blueprint for lasting sales success Work Email Me Email Tick More Best Practice Guide Templates and Ebooks Your data will be processed in accordance with our Privacy Statement. You can cancel your subscription at any time. Why permission settings are important Permission settings help you ensure that your team members aren't distracted by other people's contacts or overall performance statistics. They only see the information they need to do their jobs. Restricting data access also minimizes errors because users can only enter data for tasks they are allowed to view.
This data control prevents junior reps from seeing information they really shouldn’t see, such as confidential trading colleagues’ performance statistics or company reports and forecasts, but it can work in other ways, too. Setting strict permissions can help you protect Email Marketing List your sales team from interference from above. If managers need access to report and forecast data you don't want them to mistakenly edit contact data or daily activities. How to Manage Permissions The best sales systems should allow you to categorize users and dictate what actions they can access. This quick video explainer shows you how to use settings and permissions. Pressing play on the video above will set up the third party.
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Please read our policy for more information. What exactly do you want to hide from certain users? Here's a quick list of some information and options you might want to restrict with the help of permissions. Export or import data. Add or delete things like user transactions and activity. Generate or access reports. Or Forecast Edit Deal Win Lose Date Create Workflow Batch Edit Projects Use the Change Billing Details Permission Sets feature allows you to organize members of your sales team into different categories using two tools Visibility Groups Permission Sets Although visibility groups are specified in limits what users in your account can see, but permission sets tell what certain user groups are allowed to do in.
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