Assigning Specific Permissions in Sell
How can I assign specific permissions to users in Zendesk Sell?
In Zendesk Sell, you can assign specific permissions to users using advanced permissions.
This allows you to decide who has view-only access and who can add, update, or delete leads, contacts, and deals. This level of customization ensures that users have the appropriate access needed for their roles, enhancing security and efficiency.
More related questions
What are the types of permissions available in Zendesk Sell?
Zendesk Sell offers two types of user permissions: Basic and Advanced. Basic permissions allow you to choose between full access or limited access levels for your users. Advanced permissions, available on the two highest Sell plans, provide a…
How do advanced permissions work in Zendesk Sell?
Advanced permissions in Zendesk Sell allow for more detailed control over user actions. These permissions enable you to manage the user hierarchy, assign specific permissions for actions like viewing, adding, updating, or deleting leads, contacts,…
Can I manage user hierarchy with advanced permissions in Sell?
Yes, advanced permissions in Sell allow you to manage the user hierarchy within your organization. This feature lets you set up a team structure with users at different levels, providing precise control over who can access various types of…
What are custom roles in Zendesk Sell and how do I set them up?
Custom roles in Zendesk Sell allow you to create specific permission sets that can be assigned to multiple users. With advanced permissions, you can set up these roles to ensure that users have the same level of access and capabilities. This is…
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