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!

  1. Go to your avatar in the top-right

  2. Select Settings

  3. Select Members

  4. Click Invite in the top-right corner

Change or deactivate a user's permissions 👋

  1. Go to your avatar in the top-right

  2. Select Settings

  3. Select Members

  4. 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

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