Day 23

First, please read this How To Guide. 

Now, let's try it out! Log in to the Company Admin account. 

To give a sales agent or group access, go to Marketing Pieces -> Manage Restricted Access -> Manage Group/Sales Agent Access

From here you can locate the restricted template, and drag over any agents or groups that you want to have access. The template must already be restricted and stay restricted. 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk