Add and set up permissions for users and teams
Users & teams: Updating user informationLearn how to add, remove and update user information on Nutshell.
Users & teams: How to create users in NutshellLearn how to create users in Nutshell to enhance team collaboration. Admins can easily add or remove users to manage access.
Users & teams: Disabling a userLearn how to resolve reassignment errors when disabling users in Nutshell.
Users & teams: Removing a member from NutshellLearn how to remove a team member from your Nutshell account and manage your billing plan effectively.
Users & teams: Creating teams and adding repsLearn how to create teams in Nutshell to streamline sales, assign leads, and set quotas. Manage user permissions for efficient collaboration.
Users & teams: Creating teams in NutshellLearn how to create teams in Nutshell to organize reps, manage leads, set quotas, and control data visibility efficiently.
User settings
Learn how to manage, edit, and customize user settings in Nutshell
Users & teams: Customizing Nutshell user accessCustomize user access in Nutshell with role-based permissions. Create and manage roles for precise control over team capabilities.
Users & teams: Managing user permissionsLearn how to manage user permissions in Nutshell to control access for administrators and non-administrators, ensuring privacy and security.