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How do I set the appropriate permissions for internal team members?

The permission levels available to assign to your internal team members are outlined below. A team member may be assigned more than 1 permission.

PermissionAbility
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.
Sign
  • Sign agreements on behalf of the Company in Propdocs
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. 

 

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