People & Permissions

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

10 articles in this collection
Written by Allan Duquette

Upcoming Changes to Approval Workflow

We're excited about some big changes coming to the approval workflow. Click here to get the inside scoop.

Written by Allan Duquette
Updated over a week ago

Clients

Add Clients

Looking to add clients to your account? Click here to learn how to build out your contact list.

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.

Written by Allan Duquette
Updated over a week ago

User Management

Invite Users To Proposify

Looking to add someone to your team? Here’s how to invite users to your account.

Written by Allan Duquette
Updated over a week ago

Assigning Roles to Users

You've set the rules, now it's time to apply them to your team. Click here to find out how to assign users to a role.

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.

Written by Allan Duquette
Updated over a week ago

Roles and Permissions

Setting Roles - Reference Guide

Looking to assign permissions to users but don’t know where to start? Click here for a handy guide on best-practices.

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.

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.

Written by Allan Duquette
Updated over a week ago

Workspaces

A quick guide on how to set up workspaces and assign users to each.

Written by Allan Duquette
Updated over a week ago