Team Management
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      3. Team Management

      Employees and Workspace Admins

      As with most CRMs, Pure Workflow has two types of users, or team members: employees and workspace administrators. The difference is access to settings.

      Employee users have access to their My account settings, Email integration settings, and Task labels settings only.

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      Admin users have access to all settings, such as Task Templates, Client types, Client fields, Integrations etc

       

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      To change user permissions, the workspace admin(s) will need to do the following. Ensure to click Save before leaving the screen.

       

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      See also:
      Overview: Team members