Granting Admin and Export Rights

The Account Owner and existing admins can grant admin and export rights to any user in your account.

Open the Settings and select the Users page.

Next to each users' name, you will find check boxes to grant admin and export rights.

Once granted, admins will have the following privileges, which includes:

  • Inviting users
  • Grant admin and export rights to other users
  • Adding custom fields and groups
  • Editing any contacts, notes, tasks, deals, and cases that are not private to someone else

Export rights

Users with export rights will be able to export contact information, notes/emails, and an activity report from your account.

Admin and export rights can be revoked or added at any time by the Account Owner and other admins.

If you're part of a Suite account, follow these steps to grant admin and export rights.

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