• How do I set permissions?

  How to Set Permissions In this article we will cover: Creating a group Setting File Permissions Setting Requests Permissions Setting Other Permissions Permissions are set per group and all members in the same group will have the same permissions. Members can only be in one group per room. If a member has different permissions than all other members in thPopular

• How do I grant someone admin access?

  There are three different ways to grant someone admin access: Room Admin Access Invite them if they haven't already been invited to the administrator group Change their position in another group to the administrator group Grant them pipeline access To invite someone to the administrator group, follow these steps: Go to the Permissions tab at the top. Click the blue Add member button. (https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/sFew readers

• How do I set pipeline permissions?

  How to Set Pipeline Access and Permissions The pipeline in DealRoom is a feature that gives a high-level of deals and prospects in your pipeline. Admins are able to set the criteria of which deals are visible in a pipeline for permission set with pipeline access. To grant pipeline access or modify permissions, follow these steps: Go to the Settings tab in the left menu. Click on Pipeline Access at the top. You'll then be able to view the members who have access and the grouFew readers