To edit team members’ accounts, your account must have the administrator role or a custom role with permission to edit other team members’ account settings.
Go to the Organization tab..
Click the gray pencil icon in the Actions column next to the user you want to edit.
Depending on your needs, go to the appropriate section:
Profile – when you want to edit the user’s basic contact information or set up email integrations.
Default settings – when you want to manage the user’s account and proposal customization.
Permissions – when you want to assign or modify a user’s access rights, such as enabling access to follow-up automation.
Notifications – when you want to manage the user’s notifications.
Example set of team account permissions
For more information, please contact us via chat, email: [email protected], or the form.