People & Permissions

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

11 articles in this collection
Written by Allan Duquette

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

Approval Workflow

Want to sign off on a sales document before your reps can send it out? Click here to learn how.

Written by Allan Duquette
Updated this week

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

Folders - Waterfall Permissions

Are you changing your permission settings and confused about the waterfall feature? Here's a quick explainer.

Written by Allan Duquette
Updated over a week ago

Roles and Permissions - Settings Breakdown

Here's a quick guide on how to limit view and edit privileges for your team.

Written by Allan Duquette
Updated this week

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 this week

Workspaces

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

Written by Allan Duquette
Updated over a week ago