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User Management
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one user several email addresses: best practice

Hi Folks,

 

how are you handling the following circumstances? I am pretty sure that I am not alone with that.I am a Persone that has several email addresses in a company. (please do not argue why it is.). Lets say I havekarsten@company.xyz and kb@company.xyz

I understand that I have to buy a second licence (please PD change this. In Close.io for example a person can have up to 3 email adresses) but how can I "operate" both. What is your best practice on this?

Thx for your support.

 

Cheers, Karsten

one user several email addresses: best practice

Hi Folks,

 

how are you handling the following circumstances? I am pretty sure that I am not alone with that.I am a Persone that has several email addresses in a company. (please do not argue why it is.). Lets say I havekarsten@company.xyz and kb@company.xyz

I understand that I have to buy a second licence (please PD change this. In Close.io for example a person can have up to 3 email adresses) but how can I "operate" both. What is your best practice on this?

Thx for your support.

 

Cheers, Karsten

New: updated Permission Sets page 🚦

What?

The Permissions interface has received a number of improvements to make user management easier:

 

  • Click a permission set to find a preview sidebar panel, with the detailed permissions
  • Add users to a permission set directly from the sidebar
  • Customize individual settings inside the Regular or Manager permission sets
  • Create custom Permission Sets (Enterprise plan only)
     

When?

Gradually rolling out to all companies in the coming weeks

 

🔔  Be sure to follow What’s New? to get notified about all new product releases 🔔

Ted YounCommunity Driver
Software Engineer at Hashsnap

Question: What happens for a workflow if its creator is deactivated?

Let's say I deactivate a user Alice who created a workflow W. Then what happens if I deactivate Alice?

  1. Does the workflow W still be triggered even though the creator Alice is deactivated?
  2. What if the workflow W is designed to create a deal owned by Alice? Does it create a new deal owned by a deactivated user Alice?