Managing users in Sell
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Adding a user in Sell
What's my plan? You can add a user to your account if you have enough seats (licenses) in your Sell subscription. Y... -
Managing users in Sell
What's my plan? Settings > Manage > Users provides views to manage your users in Sell. On the two mid-l... -
Setting up a role with advanced permissions in Sell
What's my plan? A role determines what users can do with lead, contact, or deal in Sell. Roles are helpful if you a... -
Assigning a Sell user to a role
What's my plan? If you have created a custom role, you can assign the role (and its permissions) to one or more use... -
Editing Sell user access permissions
What's my plan? You can change the permissions for a user, to provide more control over the data they c... -
Understanding advanced permissions in Sell
What's my plan? In Sell there are two types of permissions for users: Basic and Advanced. Basic permissions in Sel... -
Understanding access levels and privileges in Sell
What's my plan? With all plans, you can choose between either full access or limited access levels in Sell. With Pr... -
Understanding groups and teams in Sell
What's my plan? You can set up teams and groups on the two highest Sell plans. A team is a set of users that report... -
Deactivating or reactivating a user in Sell
What's my plan? If you want to remove a Sell user temporarily from your account, you can deactivate the user. You mig... -
Deleting a user in Sell
What's my plan? If you want to completely remove a user from your Sell account, you can delete the user. Deleting a ... -
Creating a team structure (user hierarchy) in Sell
What's my plan? For Professional and Enterprise plans, you can create a team structure, or user hierarchy, to manag...