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Account Setup 3. User Account Permissions

 

There are two types of permissions for the various settings in your account:

 

Account-wide (Global) Permissions

Account-wide permissions affect all users unless exemptions are selected for individuals. Account-wide permissions are found in the Company Settings. To exempt a user from an account-wide setting, visit that user's Settings page and select the Options tab. We recommend you visit both the Company Settings and the Optional User Settings to review appropriate selections for each user.

 

Individual Permissions

Individual account permissions are set up by accessing a user's Settings page. Click on the user's name on the Dashboard to access these settings.