Articles
Global User Permissions
When you add a new user to Max Classic, the system automatically grants them global permissions. These permissions should be set for the minimum level of access you want to grant to every new user. After the new user has accepted your in...
Add a user to the Admin or Sales Rep group
Admin: Users added to this group can access all settings and features in your account with very few restrictions. Sales Rep: Users added to this group can own op portunity records . Users that are not in the Sales Rep group can view...
User Permissions - Contact
These permissions determine how a user can interact with contact records inside of Max Classic. To access these User Permissions, go to Admin > Users and click Edit Permissions next to the user that you want to modify. Can add ...
User Permissions - Company
These permissions determine how a user can interact with company records. The company record links multiple contacts to a single company account. The company record is used most frequently in a B2B business model. To access these User Permissions, g...
User Permissions - Opportunities
These permissions determine how a user can interact with opportunity records which are used to track and manage a direct sales process. To access these User Permissions, go to Admin > Users and click Edit Permissions next to the user you woul...
User Permissions - Referral Partners
These permissions determine how a user can interact with referral partner records. To access these User Permissions, go to Admin > Users and click Edit Permissions next to the user you would like to modify. Can view all records This permi...
User Permissions - Orders And Invoicing
The Order & Invoice permissions determine how a user can interact with existing orders and the Infusionsoft billing features. They apply to users who are responsible for creating manual orders, managing existing orders, invoicing customers, and ...
User Permissions - E-Commerce
The E-Commerce settings determine how a user can interact with the features required to set up the online store, manage your product list, or create order forms. To access these User Permissions, go to Admin > Users and click Edit Permissions ...
User Permissions - User
The user permissions are related to setting up and managing other users. These permissions are generally given only to users who help you administer your Keap system and manage the employees who use your Keap application. To access these User Permis...
User Permissions - Calendar
The Calendar permissions determine the ability to view and use the Infusionsoft calendaring tools to schedule appointments and create tasks. An admin can change these permissions by going to Admin > Users and clicking the Edit Permissions lin...
User Permissions - Application
These user profile permissions are used in the administration of Infusionsoft to control the ability to access various account level functions. As an admin, go to Admin > Users in the main menu. Click Edit Permission next to the...
User Permissions - Marketing
The marketing permissions determine how a user can interact with the campaign builder, broadcast emails, lead sources and the legacy marketing features. Campaign (Legacy) These permissions control the ability to view, add, edit, & delete a l...
Permission to access DKIM settings
You can now permit a non-admin user (such as an Infusionsoft Certified Partner) to modify DKIM settings in your Infusionsoft account. Navigate to Users in the Admin section of the main menu. Click the Edit Permissions link to...