permissions

Smart CRM & Sales Hub Account & Settings
1

The super administrator has updated my permissions, but I still cannot use the new permissions.
I’ve already tried logging in several times and even re-downloaded the app.
I should at least have access to Sales (including the quote feature), but I’m still restricted to only browsing contacts.
brooke.chiang@moldintel.com
The key issue right now is that the permissions I actually have don’t match what the super administrator assigned to me, and I don’t know the reason why.

2

Hi @brookechiang,

If you’re referring to the sales workspace, this requires an assigned paid seat. Can you make sure your admin granted you a paid seat? Assign and manage seats

Can you also confirm that you have sales access? Manage user permissions

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Best regards

3

Hello, the issue I’m facing is that I don’t even have the ‘view’
permission. It’s clear that after the admin updated my permissions, my
account was not updated accordingly, not just that I’m unable to ‘edit’.
Another question: If the admin’s screen shows that the permission update
was successful, it should have been synced successfully, right? Otherwise,
there should be a system notification message?

4

@brookechiang this is a user-to-user community – I cannot make changes to your permissions. You would have to align with your admin, provided the input I shared previously.

You’re also mentioning view permissions – this seems to relate to the CRM tab in the permission settings. Make sure your admin grants you view permissions to not owned records only, otherwise you’ll only see records created by you or assigned to you.

And yes, if the permission changes are saved without error, they should be set correctly.

5

Hi @brookechiang

I’d suggest the superadmin in the account

review again the setup for your users

and just to be sure that they hit the Save button when they finish modifying it.

Once the changes are saved you should be granted access automatically.

We cannot access your account to check this up,

but you can share a screenshot of what the admin is setting up

so we can give you better on what’s missing.

Hope this helps

6

I have already reminded the supervisor this afternoon that when you last
gave me advice (regarding the detailed permission labels), they
successfully reset and updated my permissions, and I can now use it
normally. I truly appreciate the team’s prompt and professional response.
:"D