Each team member can be given individual permissions to Edit, Export, and Delete records that have been shared with them. This allows some users to have greater access and others to only have view access.
To assign Permissions:
- On the Manage Users page, click "Assign Permissions" on the desired user
- On the right panel, select the object type for these permissions (Companies, People, Deals, Routes, Territories)
- Select what level or permission to allow by clicking on the adjacent checkbox
Mangers automatically have permission to Edit, Export, and Delete any records shared to them or shared with members of teams they manage.