Infinity3 Help Centre

Control which tools a team member can use and which customer records they can access.

Before you start

You’ll need permission to manage users and a clear understanding of the person’s responsibilities.

Update permissions

1. Open Settings → Users, or My Staff in layouts using that label.
2. Find the team member and open their user settings.
3. Select Roles & Permissions.
4. Review their role and module permissions.
5. Enable the actions they need and disable access they no longer require.
6. Review Only Assigned Data where available.
7. Save.

Ask the team member to refresh their session and check the intended tasks and records.

Understand assigned-data access

Assigned-data restrictions can limit users to applicable contacts, opportunities, appointments or tasks linked to them.

Check the relevant module’s rules before applying the restriction. Assignment and ownership can differ between records.

If a tool or record is missing

Check whether the issue affects one colleague or everyone. For one colleague, review the relevant module permissions, permitted actions and assigned-data restrictions.

A feature must also be available to your business account. Enabling a user permission does not make an unavailable account feature accessible. Contact Infinity3 if the feature is missing for the whole team.

If you copy another user’s permissions, review the copied settings before saving. Two people with similar jobs may still need different access.

Review access when roles change

Update permissions when someone moves roles. When they leave, remove their access through your account’s user controls and review ownership of active work.

Things to know

• A visible menu does not necessarily grant every action within it.
• Permissions affect access to synced customer conversations and notes.
• Restricted users may not receive alerts for unassigned records.
• Check permissions before assuming a missing feature is broken.

If access still behaves unexpectedly, contact Infinity3 with the user, module and expected action.