Livespace offers a set of basic permissions that can be modified according to the needs of your salespeople. However, if your team's organizational structure is more complex, using advanced settings may be the right solution to take even better care of access to selected data.
In this article we explain:
What are advanced settings?
1. Add new roles (Account settings > Users > Roles):
2. Multiple roles for a user in a team:
(Account settings > Users > Users):
(Account settings > Users > Teams):
3. Team Manager section for the User role (Account settings > Users > Roles):
4. Adding new access types (Account settings > Permissions > Accesses):
5. Choosing the role for new access types (Account settings > Permissions > Accesses):
6. Required roles (Account settings > Permissions > Accesses):
7. Multiple role selection in an object (Account settings > Permissions > Accesses):
8. Assigning a role to a team (Account settings > Permissions > Accesses):
9. Invite only through specified roles (Account settings > Permissions > Accesses):
10. Team accesses to object groups (Account settings > Groups):
How to enable advanced settings?
To enable advanced permissions:
As an administrator, go to Account Settings -> Permissions.
In the Advanced tab, select the Advanced settings visible option.
