Managing Space Access

User permissions are automatically created via the ACRM integration. However, in some cases it might be necessary to add certain users to certain security groups in order to fulfill specific business goals. This is how access to the Account Management space (and therefore to the Collaborative Opportunity Management spaces) can be managed.

  1. Navigate to the Admin Console.


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  2. Choose to Manage user groups.


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  3. Move to Space Permissions.


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  4. Find the Account Management Space and select to Configure permissions.


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  5. Choose which user group to edit - either the Administrators or the Collaborators.


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  6. Edit the members of the selected group.


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  7. Edit the group members as required. Their updated permissions will immediately come into effect.


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