Access Management
Adding new users
Users get added by invite. Only admins can send out the invites, and invited users by default get the role of a regular user.
Get in contact with your Customer Success Manager if you want us to add new users. For security reasons, the Customer Success Manager will only do it if the email comes from an account admin.
Changing user permissions
Admins can change the permissions of other users, including making them admins.
Deleting users
Only admins can delete users.
If the user has access to multiple accounts, Proposales can also delete these users upon request:
Get in contact with your Customer Success Manager let us know that a colleague has left. The CS team will raise a ticket with the tech team to request the user is completely removed.