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How do I manage Deal team permissions?
To change or remove permissions from an existing teammate you must be an admin user.
- Navigate to the Deal’s overview page
- Expand the Deal sidebar
- Click “Deal Team” in sidebar
- Locate the team member which you want to edit
- Expand permissions row by clicking the down arrow at the right-most point of the row
- Toggle each type of permission on/off as desired or delete member with the “Remove Team Member” button.
- For details of the impact of each permission level, click here