Click in the menu on the top-right, 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:
Enter a name for your group, such as sales department, customer service or something else suitable for your business.
Select what information the users of the group should have access to, by clicking on the different information blocks.
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 "Edit". You then get to the following screen in which you can select a group for the specific user.
Any questions regarding this? Let us know by chatting with us or send an email to [email protected].