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In this example, a user is being added to the sales team as a rep (non-manager) - they will be able to create and view their own jobs. To give more granular permission, use teams that limit the number of phases to a smaller set. Sales covers all phases from address to proposal.
Note: you You can also click "Remove" to remove a person from a particular team they're in.
Note: if a user has accepted the invite to join Sighten but has not yet been assigned to a team, they will be unable to load any phases of their organization’s projects. Furthermore, the pipeline page will appear blank. In order to remedy this, an Organization Admin with Manager permissions to the settings phase must assign the user to at least one team with specified permissions in order to grant access.
Can I edit User Settings so a user only has access to his/her own jobs?
Yes, you can do this! For any team, a user will only have access to other jobs if the "Manager" checkbox is checked. If you'd like to ensure a user only has access to his/her own jobs, make sure that the Manager checkbox is turned off, and only the Can Edit checkbox is checked.
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