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Updating User Permission Roles
Updated over a week ago

If a User has been added with a Manager role, their lens view permissions can be set at any time by an Admin from the User Management settings page.


To set view permissions for a user with a Manager role:

  1. Go to the User Management settings page.

  2. Find and select 'Manage' under the Lenses section for the user.

  3. On the configuration page, choose the lenses you want the user to access.

  4. Optionally, select 'Include Rep Lenses' for viewing all reps owning deals in a group. These appear under 'Rep' navigation.

  5. Note: Selecting 'rep lens' locks the 'group lens' choice.

  6. After selecting lenses, click 'Save'. A 'Default Lens' must be chosen to save.

  7. Finally, set the Default Lens, which can be any selected group or rep lens.

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