Members

Members are all persons with access to the specific organization. Members of a sales organization have access to all accounts generated in the sales organization.

In the Members menu, you get the overview and view the different permissions each member has.

By pressing the three dots, you can administer permissions of each member and you can remove them from the member list.

Open

If you have a Fasttrack solution set up, here is where you administer who gets the notification mail regarding new leads coming in from the Fasttrack.

Open

Members in customer accounts

Since all members in the sales organization have access to all accounts, it is important that contacts from the customer only have access to their own organization.

Opening the customer account and then opening the members menu in the flyout menu on the left.

Open

Here, everyone with administration permission can invite new contacts and administer them.