- Getting Started
- Things to know
- How to edit user permissions
- What each permission setting means
Getting Started
User permissions in Shaker allow you to edit the team member's information and grant or limit access to any Shaker functionality/information you deem necessary.
Things to know
- Only admins have the capability to limit your team members' access to certain settings.
- A user's permission level does not affect their ability to edit a deal they are a part of.
- Billing Permissions are granted to the Owner/Admin. By default, this is the first user in Shaker. To request changes to your account billing permissions submit a request.
How to edit user permissions
- To start, you will need to go to Settings > Collaborators
- Hover over the team member you want to be provisioned and click the
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edit icon
Make the necessary changes to permissions and save.
This video walks through how to provision account capabilities for your team.
What each permission setting means
|
Required Settings Permission Level |
Add/edit/remove team members |
Full |
Add/edit/remove vendors |
Limited |
Add/edit/remove roles |
Full |
Add/edit/remove deal stages |
Full |
Add/edit/remove timeline |
Full |
Add/edit/remove custom fields |
Full |
Add/edit/remove message templates |
Limited |
Add/edit/remove workflows |
Limited |
Add/edit/remove integrations |
Limited |
View any of the above |
None |