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: 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?
- What happens to mass emails when you have two account managers, and use the account manager tag as the sender?
- When should I sync status between company and contact?
- How do automatic MQL rules work?
- How do we find customers assigned to an account manager who has left the company?