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Some users have default access to and the ability to create companies, while others need to be granted access. By default, the following users are able to access companies:
| Role | Permissions (relating to companies) |
|---|---|
| Administrators | ALL access to companies |
| Tech Managers | ALL access to companies |
| Sales Managers | ALL access to companies |
| Account Managers | Ability to create companies |
For any other user, such as allowing a senior analyst to access for pre-sales use, the specific user must be granted access to the individual company.
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- Go to the company view
- Click the menu icon and then the Delete option
- Confirm the action
