People & Permissions
How to invite team members, add clients and lock down permissions
9 articles in this collection
Written by Allan Duquette
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 this week
Updated this week
Your Clients Page
Your guide to our complete overhead view of your proposal clients, details and activities.
Written by Allan Duquette
Updated this week
Updated this week
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 this week
Updated this week
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 this week
Updated this week
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 this week
Updated this week
Roles and Permissions
Roles and Permissions
Here's a quick guide on how to limit view and edit privileges for your team.
Written by Allan Duquette
Updated yesterday
Updated yesterday
Approving proposals before they go out
How to set up certain roles from being able to send out proposals before they get manager approval
Written by Allan Duquette
Updated yesterday
Updated yesterday
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 yesterday
Updated yesterday
Workspaces
A quick guide on how to set up workspaces and assign users to each.
Written by Allan Duquette
Updated yesterday
Updated yesterday