When you create a new role, set the permissions on the Set role access page to be "None" under the Change and Delete columns. Under the Access column, you can determine which items users with this role can view.
Articles in this section
- Q: Will activating IP restrictions apply to users who are already logged-in?
- Q: How often does an automation run?
- Q: How can I increase the number of licences for a sandbox account?
- Q: Who can set targets?
- Q: How do I cancel my Upsales plan?
- Q: Why can't I reset password for a user in the sandbox environment?
- Q: Can you add a PDF to document templates?
- Q: Do you need to be the appointment organiser for an appointment to count towards target/quota?
- Q: How do I find a user ID?
- Q: How do I add a new user?