Different User Levels

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Summary:

CANDDi supports different user levels.

  • Sales People
  • Users
  • Admins

 

This article describes the different functionality available at each level

 

To change a user's permissions/levels Administrators should head to Settings -> Users on the top menu

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1. Sales People-

The salesperson level is the lowest user level.  

Users who are Sales People can only see contacts/streams which have been explicitly shared with them.

Companies use "Sales People" users so that they can assign contacts and so that the user can get notifications about returning visitors.  However, they don't want the user seeing all the contacts in CANDDi

 

2. Users-

The User level has access to all contacts in CANDDi. They can create new streams and add any triggers to these streams.

 

 

3. Admins-

Admins can "administer" the CANDDi platform.  They have all the functionality of Users and, they can add new users and change the settings on the tracker

 

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