The permission levels available to assign to your internal team members are outlined below. A team member may be assigned more than 1 permission.
Permission | Ability |
View | - View Deals and Documents which were created by other teammates
By default all teammates have this permission and it cannot be removed. |
Edit | - Edit Deal information and Document content for those created by other teammates
- Create new Deals and Documents for other teammates to view
|
Comment | - Create and reply to comments (both private and public) inside of Documents
|
Invite | - Invite other teammates to the Company
|
Approver | - Ability to Accept or Discard suggestions within Documents created by your company.
|
Admin | - Update existing teammate permissions
By default this is given to the creator of the Company and cannot be removed. You cannot designate a second admin on a team. |