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User Rights


How can I have a FULL rights team member be able to set up New Customers and Run certain reports?

Stacy Zellner Answered

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Hello Stacy,

To be able to create new customers or new reports, you will need to be a Full licensed user.

Admin of your organization will be able to assign you a new license.

Here are great articles that you might find helpful:

User types and roles:

License types:

Editions and Licensing:

Adding new customers:

Creating new reports:

For further clarification, we suggest you register for one of our daily Q&A webinars (see the link-> are great resources for free consulting with our Customer Success Managers and visual answers to your questions. One of our experts will be able to explain it in detail in a much faster manner.

Thank you,


Diana Sandura 0 votes
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