User Permissions

What do the status codes mean?

Your content’s status field shows where it is in the sales process. Draft: The default state. This content cannot be viewed by prospects, even if they have a link. This lets you work on content before sharing, let’s your enforce … Read More

How can I let a colleague view or edit my proposals?

If you want to let colleagues view (but not edit) other users’ proposals, all you have to do is add them as a user. By default, regular, non-administrator users do not have edit permissions on proposals they don’t own. If … Read More