• 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

1. Only admins have the capability to limit your team members' access to certain settings.
2. A user's permission level does not affect their ability to edit a deal they are a part of.
3. 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

1. To start, you will need to go to Settings > Collaborators
2. Hover over the team member you want to be provisioned and click the

                                                             edit icon

3. Make the necessary changes to permissions and save.

This video walks through how to provision account capabilities for your team.