Group 65
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People & Permissions
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 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
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
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
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
Workspaces
A quick guide on how to set up workspaces and assign users to each.
Written by
Allan Duquette
Updated over a week ago