User Permissions allow you to grant or restrict certain access and capabilities for different team members. Follow the steps below:

• Navigate to Settings > My Staff to access Team Management.
• Under Team Management, choose the User you want to edit (information or permissions). Click Edit.
• To update basic User Info such as name, email, phone number, password, email signature, and calendar assignment drop down the User Info and make your changes. 
• To update User Permissions, drop-down User Permissions and toggle on/off which settings you would like to update.
• To update User Roles, drop-down User Roles and change the user to an admin or a user.
  • NOTE: If you are not the main/primary user (as an administrator) for Clixlo, you will not be able to make changes through this option. 

To assign/edit an outbound number assignment or to add a voicemail recording, drop-down Call and Voicemail Settings.
                     NOTE: You can only assign one phone number per user.

Additional Permissions:

Only Assigned Data:

"Only Assigned Data" is a great way to limit salespeople from seeing each other's leads, opportunities, conversations

Limiting user access to only assigned data in the subaccount will constrain their activity and capabilities. 

This implies that users will exclusively view or have access to the information they own.

• Contacts: Users will see only their assigned contacts and the corresponding conversations.
• Campaigns (read-only): Users can view the campaign and its content but won't have the ability to edit it.

• Workflows (read-only): If turned on, users can view the workflow and its content but wont have the ability to edit it.
  
• Calendar: Users will only observe their assigned calendar and appointed meetings.
• Pipeline/Opportunities: Users will exclusively access their assigned opportunities in the pipeline.

Note: There is no option to assign tags, funnels, workflows, etc. Therefore, toggling the "only assigned data" feature will restrict user access to these functionalities.

User permissions for exporting payment data as a CSV

Admins are now able to configure user permissions for exporting payment data as CSV from the account. This applies to exporting invoices, transactions, or subscriptions to CSV. This feature is useful when businesses do not want specific users to have export permissions on their payment data. The toggle is turned on by default for all users, which means that they will have permission to export data by default.

FAQs on User Permissions and Data Access

1. How can I manage user permissions and access for team members?

To manage user permissions and access:

1. Navigate to Settings > My Staff to access Team Management.
2. Select the user you want to edit and click Edit.
3. To update basic user information (such as name, email, phone number, password, email signature, and calendar assignment), expand the User Info section and make the necessary changes.
4. To adjust user permissions, expand the User Permissions section and toggle the settings on or off as needed.
5. To change user roles, expand the User Roles section and select the appropriate role (admin or user).

NOTE: If you are not the main administrator for Clixlo, you may not have the capability to make changes through this option.

2. How do I assign or edit outbound number assignments and voicemail recordings?

To assign or edit outbound numbers and add voicemail recordings:

1. Expand the Call and Voicemail Settings section.
2. Make the necessary adjustments to outbound number assignments and voicemail recordings as needed.

3. What is the "Only Assigned Data" permission feature?

The "Only Assigned Data" feature limits users to accessing only the data that is assigned to them. This ensures users can only view and interact with:

• Their assigned contacts and conversations.
• Campaigns (read-only access).
• Their assigned calendar and meetings.
• Their assigned opportunities in the pipeline.

4. What limitations apply when the "Only Assigned Data" feature is enabled?

When "Only Assigned Data" is enabled:

• Users will not have access to tags, funnels, workflows, or other functionalities outside of their assigned data.
• They will only be able to view or interact with data specifically assigned to them.

5. How can I configure user permissions for exporting payment data as CSV?

Admins can configure permissions for exporting payment data (invoices, transactions, subscriptions) as CSV:

1. The permission to export data is enabled by default for all users.
2. To restrict or allow export permissions, adjust the settings in the user permissions configuration. This feature is useful to limit specific users' access to export payment data.

6. What should I do if I encounter issues while updating user permissions?

If you encounter issues:

• Ensure you have the appropriate administrative rights to make changes.
• Verify that you are selecting the correct user and updating the appropriate sections.
• Consult the help documentation or contact support for further assistance if issues persist.

7. Can I modify permissions for specific functionalities like tags or workflows?

No, the "Only Assigned Data" feature does not allow modifications for tags, funnels, or workflows. It is designed to restrict user access to only the data they are assigned to. For other functionalities, you will need to manage permissions separately.