Read on to learn how to manage your team's Dooly permissions.
User permissions explained 📖
There are three types of Dooly users – members, playbook curators, and admins. Below is a snapshot of permissions for each user type.
Members:
Create, edit, and share pipeline
Create, edit, and share notes
Create, edit, and share templates
Read playbook content
Playbook curators:
Everything Members can do, plus:
Create and edit playbook content
Admins:
Everything Playbook curators can do, plus:
Manage user permissions
Invite your team 🤝
Teamwork makes the dream work!
Go to your avatar in the top-right
Select Settings
Select Members
Click Invite in the top-right corner
Change or deactivate a user's permissions 👋
Go to your avatar in the top-right
Select Settings
Select Members
Click into the Account Type cell for the user's permissions you wish to change deactivate, and select the new role or select deactivate this user