Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Notice

Users and access

Loading…

Invite user

Only CRM user administrators can open Users and access. Ask an administrator if you need a change to someone's access.

Role decides what someone can do. Team or territory decides which records they can see.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Name and email

Role

Team or territory

Status

Last sign-in

Actions

No one matches these filters.

Teams and territories

New team

A DSM sees the records of the district they manage. Area managers see their own records. Set someone's district from Edit.

Name

Type

Manager

People