People & Permissions

How to invite team members, add clients and lock down permissions

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11 articles in this collection
Written by Allan Duquette and Nick Gaston

Assigning Permissions to Your Content

A quick guide on how to provide granular permissions settings for each item in your library.
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Written by Allan Duquette
Updated over a week ago

Assigning Users To A Role

A quick guide on how to assign a role to a member of your team.
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Written by Allan Duquette
Updated over a week ago

Workspaces

A quick guide on how to set up workspaces and assign users to each.
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Written by Allan Duquette
Updated over a week ago

Roles and Permissions

Here's a quick guide on how to limit view and edit privileges for your team.
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Written by Allan Duquette
Updated over a week ago

Removing Users

Removing team members
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Written by Nick Gaston
Updated over a week ago

Inviting users

How to invite and manage users in your Proposify account
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Written by Nick Gaston
Updated over a week ago

Client contacts

How to add client's, companies and contacts to your Proposify account
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Written by Nick Gaston
Updated over a week ago

Assigning users to roles & workspaces

How to assign which role and/or team a user belongs to
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Written by Allan Duquette
Updated over a week ago

Approving proposals before they go out

How to set up certain roles from being able to send out proposals before they get manager approval
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Written by Allan Duquette
Updated over a week ago

Restricting clients from certain workspaces or roles

You can lock certain clients or contacts from being seen by certain roles and teams in workspaces
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Written by Allan Duquette
Updated over a week ago

Restricting content from certain workspace team or roles

How to lock down sections, templates or other content so only certain people can see or change them
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Written by Allan Duquette
Updated over a week ago