Click in the menu on the left, under the tab "Admin".

Select "Groups" among the tabs. The groups control what permissions a user should receive.

To create a new group, click on the plus icon and follow the steps below:

  1. Enter a name for your group, such as sales department, customer service or something else suitable for your business.

  2. Select what information the users of the group should have access to by clicking on the different information blocks.

  3. Finish by clicking on "CREATE GROUP".

Changing permissions for existing users

To change the permissions for an existing user, tap the 3 dots on the far right and select "Change group". Then select which group the users should belong to and press save.

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