Export privilege's for a user : Customer Support

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Export privilege's for a user Print

Modified on: Fri, Jun 23, 2023 at 4:49 PM

As an Administrator, you have the ability to grant a user the ability to export the following:

Agencies

Advertisers

Activities

Contracts

Watch Video for more details: https://www.youtube.com/embed/VoG-BS5TDNg?rel=0

An Administrator can grant a user the ability to export Companies, Contacts, Clients, Activities, and Quotes/Contracts. Each of these categories can be granted individually on a per user basis.

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Export privilege's for a user Print

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