Group Access Permissions

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Users can grant access to the accounts, documents, and price profiles that they have created. Each can be accessed and modified by selecting the appropriate dropdown for:

• Deny Others access – Prevents other users from viewing, editing, or deleting your Customers, Contacts, and Documents (not Price Profiles).
• Allow Read Only Access – Allows other users to view all records in Read-Only mode. Other users will not be able to edit or delete your Customers, Contacts, Documents and/or Price Profiles.
• Allow Read + Modify access – Allows other SalesReps to read or edit your Customers, Contacts, Documents and/or Price Profiles.
• Allow Read + Modify + Delete access – Allows other SalesReps full access to read, edit and delete your Customers, Contacts, Documents and/or Price Profiles.

Price Profiles – permissions give you the ability to Allow or Deny other users access to use price profiles owned by you. This is helpful if you want multiple users to have access to the same pricing structure for multiple accounts by sharing a single Price Profile. Two groups have separate permissions:

• My Groups – Sets the permissions for all users within the same My Group that your profile resides in.
• Other Groups – Sets the permissions for all users that are outside your group.

Accounts – permissions give you the ability to Allow or Deny other Users access to customer accounts owned by you. This is helpful if your Group (or Sales Team) is configured to share Customer accounts. Two groups have separate permissions:

• My Group – Sets the permissions for all users within the same Group that your account resides in.
• Other Groups – Sets the permissions for all users that fall outside your assigned Group.

Document – permissions give you the ability to Allow or Deny other users access to view, edit, or delete Documents owned by you. This is helpful if all users share the same customers. Two user Groups have separate permissions:

• My Groups – Sets the permissions for all users within the same My Group that your profile resides in.
• Other Groups – Sets the permissions for all users that are outside your group.

Separate non-group access can be provided with the use of Access Keys. Learn more here about Access Keys.