People & Permissions

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

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

Adding Clients

Looking to add clients to your account? Click here to learn how to build out your contact list.
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Written by Allan Duquette
Updated over a week ago

Removing A User

Looking to free up some space in your account? Need to revoke access? Here's a quick guide on how to delete a user from your account.
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Written by Allan Duquette
Updated over a week ago

Inviting Users To Proposify

Looking to add someone to your team? Here’s how to invite users to your account.
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Written by Allan Duquette
Updated over a week ago

Your Clients Page

Your guide to our complete overhead view of your proposal clients, details and activities.
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Written by Allan Duquette
Updated over a week ago

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

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

Adding 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

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