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Users & Permissions in Sales Assist

Correctly setting up your users and permissions ensures that the right people will have access to the right things in Sales Assist. 

In the video you will learn:

  • How to create users for Sales Assist
  • How to assign a role to a new user
  • How to update permissions for the sales reps user group

To learn more about adding users to Sales Assist, read the related help documentation: