How to Manage Company Settings User Permissions in TIEIT

Need to tweak who can see and do what within your organization? No problem! Our user permissions settings are super straightforward, and you'll have it done in a snap. Here’s how you can update user permissions for your team members in TIEIT, either by following the steps below or watching our quick video guide.

Watch Our Video Guide

For those who prefer a visual walkthrough, check out our step-by-step video below. It covers everything from accessing your settings to saving your changes, ensuring you have all the tools you need at your fingertips!

Step-by-Step Instructions

Step 1: Navigate to Your Profile

Start by clicking on your profile picture in the top right corner of your dashboard. From the dropdown menu, select Settings. This is your gateway to lots of customization options!

Step 2: Company Settings

In the Settings menu, click on Company Settings to dive into options like General Info, Users & Permissions, and more. Since we’re focusing on permissions today, go ahead and click on Users & Permissions.

Step 3: Edit User Permissions

In the Settings menu, click on Company Settings to dive into options like General Info, Users & Find the user whose permissions you want to update from the list and click the three dots next to their name. Choose Company Settings from the popup menu to proceed.

Step 4: Adjust Access Privileges

Here you’ll see a list of all the sections a user can access. Toggle the permissions on or off according to what’s needed. Want to make sure someone can handle CRM but not mess with Transaction Settings? No worries! Just switch on the toggles next to the areas they need access to and turn off the rest.

Step 5: Save Your Changes

After you’ve made all the necessary adjustments, don’t forget to hit Save. It’s a big green button—you can’t miss it!

And that's pretty much it! See, we told you it was simple. Now you can customize access for each team member just the way you need it. Go on, give it a whirl and let us know if you run into any snags—we’re here to help!