How to set user limits?
Steps to restrict permissions:
🔍 Access "Team members":
Go to the Team Members section in the left menu. If you cannot see this section, you do not have administrator permissions.
Contact your Customer Success Manager to assign them to you.
👥 Locate the users:
In the user list, identify the user or users whose permissions you want to edit.
⚙️ Edit permissions:
In the Actions column, click on the user icon with a star to access the permissions editing menu.
In the "Edit Permissions" menu, you can set permission limits across three main categories:
▶️ Click on each category to view and adjust the settings.
List configuration
List configuration
List Visibility:List Visibility:
User can view all lists: Allows the user to view all lists on the platform.
User can only view assigned lists: Restricts visibility so the user can only access lists assigned to them.
Edit & Delete Access:
User can edit & delete records (leads, companies, or lists): Allows the user to modify or delete records such as leads, companies, or lists.
User cannot edit or delete any records: Completely restricts the ability to edit or delete records.
Import Access:
User can import new leads or companies: Authorizes the user to import new data such as leads or companies.
User cannot import: Restricts the ability to import data.
Export Access:
User can export leads or companies: Allows the user to export data such as leads or companies.
User cannot export: Restricts the ability to export data.
Campaign configuration
Campaign configuration
Campaign Creation:
User can create and edit campaigns: Allows the user to create and edit campaigns on the platform.
User cannot create or modify campaigns: Restricts the ability to create or modify campaigns.
Identities Access:
User has access to all identities: The user has access to all available identities, which affects message viewing and sending within campaigns.
User has access to specific identities only: Restricts the user's access to specific identities, limiting their interaction within campaigns.
General settings
General settings
Account Configuration:
User can access general account settings: The user can access general account settings, including billing and general parameters.
User cannot access general account settings: Completely restricts the user's access to account settings.
Credits Usage:
User can purchase and consume credits: Allows the user to purchase and consume credits.
User can only consume credits: Restricts the user to only consuming credits without the ability to purchase them.
User can only consume limited credits: Limits the user to consuming a restricted amount of credits as configured.