Users and Permissions

If you're utilizing ONTRAPORT to organize multiple people on your team it's important to set up internal controls. Learn how to specify roles within your account and set permission levels to protect yourself here. Want to set up a sales team? Look here! This section covers how to set up your organization structure in ONTRAPORT, setting user information, and how to protect your data in the case an employee separates from the company.

Users as Contact Owners

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Adding or Removing Users

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User Custom Fields

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Creating Roles & Setting Permissions

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