User Permissions

Articles

 Global User Permissions
  When you add a new user to Infusionsoft, the system automatically grants them global permissions. These permissions should be set for the minimum level of access you want to grant to every new user. After the new user has accepted your i...
Add a User to the Admin or Sales Rep Group
Protip! The only user groups you'll need to concern yourself with are the Admin and Sales Rep groups. The other user groups can be ignored as they no longer serve a purpose in Infusionsoft. If a user is in the Admin group, you cannot c...
User Permissions - Contact
These permissions determine how a user can interact with contact records inside of Infusionsoft. To access these User Permissions, go to Admin > Users and click Edit Permissions next to the user you would like to modify.   Can re-...
User Permissions - Company
These permissions determine how a user can interact with company records. The company record links multiple contacts to a single company account. The company record is used most frequently in a B2B business model. To access these User Permissions, g...
User Permissions - Opportunities
These permissions determine how a user can interact with opportunity records which are used to track and manage a direct sales process. To access these User Permissions, go to Admin > Users and click Edit Permissions next to the user you woul...
User Permissions - Referral Partners
These permissions determine how a user can interact with referral partner records. To access these User Permissions, go to Admin > Users and click Edit Permissions next to the user you would like to modify. Can view all records This permi...
User Permissions - Orders And Invoicing
The Order & Invoice permissions determine how a user can interact with existing orders and the Infusionsoft billing features. They apply to users who are responsible for creating manual orders, managing existing orders, invoicing customers, and ...
User Permissions - E-Commerce
The E-Commerce settings determine how a user can interact with the features required to set up the online store, manage your product list, or create order forms. To access these User Permissions, go to Admin > Users and click Edit Permissions ...
User Permissions - User
The user permissions are related to setting up and managing other Infusionsoft users. These permissions are generally given only to users who help you administer your Infusionsoft system and manage the employees who use your Infusionsoft system. To ...
User Permissions - Calendar
The Calendar permissions determine the ability to view and use the Infusionsoft calendaring tools to schedule appointments and create tasks. An admin can change these permissions by going to Admin > Users and clicking the Edit Permissions lin...
User Permissions - Application
These user permissions are related to the administration of Infusionsoft.   As an admin, go to Admin > Users in the main menu Click  Edit Permission next to the contact you would like to modify Application These perm...
User Permissions - Marketing
The marketing permissions determine how a user can interact with the campaign builder, broadcast emails, lead sources and the legacy marketing features. Campaign (Legacy) These permissions controls the ability to view, add, edit, & delete a ...
Permission To Access DKIM Settings
You can now permit a non-admin user (such as an Infusionsoft Certified Partner) to modify DKIM settings in your Infusionsoft account. Navigate to Users  in the Admin  section of the main menu Click the Edit Permissions link to ...