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, hover over the role you want to change
- Click the dropdown that appears
- Select the access type
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?