How to Edit User Information and Permissions

 

User Permissions allow you to grant or restrict certain access and capabilities for different team members. Follow the steps below:

• Navigate to Settings > My Staff to access Team Management.
• Under Team Management, choose the user you want to edit (information or permissions). Click Edit.
• To update basic User Info such as name, email, phone number, password, email signature, and calendar assignment, drop the User Info and make changes. 
• To update User Permissions, drop-down User Permissions and toggle on/off which settings you want to update.
• To update User Roles, drop-down User Roles and change the user to an admin or a user.
• NOTE: If you are not the main/primary user (as an administrator) for NicheFit, you cannot make changes through this option. 

To assign/edit an outbound number assignment or add a voicemail recording, drop-down Call and Voicemail Settings.