Invite Other Users
Employees, contractors or clients can share varying levels of access.
Three levels of access make it easy to invite new owners, trusted and untrusted account partners depending on their level of security.
Owners:
- Have the same functions as a trusted user.
- They can also pay for the account and delete the account.
Trusted Users:
- Have full privileges of the account.
- They can see, add, edit and delete any data entered on the account.
Untrusted Users:
- Cannot see data entered by others, only see their own data.
- Cannot invite others to the account.
- (This is a great permission setting for a sales person.)