Overview
No matter if your adding an account admin or a sales rep. The process is the same. Toward the bottom of this page we have included screenshots on the permissions you should give your users!
1. Go to "Settings"
2. Go to "My Staff"
3. Click "Add Employee
4. Add Employees Information
5. Permissions
You can select whatever permissions you would like, but this is what we recommend for sales people.
Only assigned data will only let them see the contacts they are assigned to.
Checking the box that the arrow is pointing too below, will only let them view workflows rather than editing them.
