Manage clients permission

Manage clients permission

book

Article ID: CTX279734

calendar_today

Updated On:

Description

When creating or adding an employee user, you may grant the user the permission to Manage clients. This will allow an employee to see the People tab in the navigation bar in order to browse and add new client users to the account.

With this permission, employees will be edit the following settings for clients: 

  • Email Login Information
  • Delete from all the folders I own
  • Log this user out
  • Add to Groups
  • View folders and activity logs
  • Configure folder access
  • Copy Folder Access


In order to perform the following actions on a client user, an employee will require the Manage Employee permission.

  • Disable User
  • Upgrade to Employee
  • Remove access to all folders
  • Delete from the System
  • Manage connected apps and devices