FAQ & videos
Users & permissions
- How do I add a new representative ?
- Why don’t I see the opportunities assigned to other users ?
- Why do the opportunities associated with a certain sales stage disappear from the “Opportunities” module, but are still clearly visible in my contacts ?
- How to manage users?
- How do I change the username ?
- How do I manage my plans?
- How can I identify the owner of my CentrixOne account?
- How do I create, rename or delete a role (user group) ?
- How do I assign a role (user group) to a user ?
- How to manage hierarchy and permissions?
- How do I modify the hierarchy of users ?
- How to manage permissions?
