User Permissions

In the back-end menu, go to Admin  › Management.

To give the user certain permissions click on the key icon that’s located all the way to the right of the user




It will give you 4 options:

1.  Administrator (Full access to all sections)
   
   
   
   
   
2. Moderator (Access to Inventory, Marketing, CRM, Contacts & Finances)
   
   
   
   
   
3. Custom (Custom Permissions) - *If a user has custom CRM permissions they can only see their own leads, unless their Title is Sales Manager and they have Full Control, then they can see all leads
   
   
   
   
   
4. None (No access to all sections) - If the user has None permissions it will just redirect them to the Goxee website, they are not gonna be able to see the backend. 
   
   
   

 

After choosing the users permission, click on the blue Save Changes