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1 min read

Permissions is here!

February 26, 2016
Last updated on October 1, 2024
Ricky Ferris Ricky Ferris
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    Over the past few months we’ve been working on designing, developing, and testing our exciting new Permissions feature and it’s now ready to roll! We think is going to be a real game changer for those of you working with larger teams.

    Thanks to all of our beta users who helped us test the feature out on real, live humans. As of Monday, February 29th, the Permissions feature will be included in all Venti plans.

    How it Works

    Permissions functions through two sub-features, Roles & Teams.

    Roles

    Roles gives control over content, proposals, and templates to an Administrator to decide what workflow works best for their company. The Administrator can create/edit roles, and assign permissions, including what access people have to each section of Proposify, from account settings all the way through to sending a proposal.

    Adding a Role

    Teams

    Teams allows Administrators to group users and, based on their roles, control what content they see, whether it’s Content Library items or specific templates. With Teams you can also add logos, custom addresses, custom domains, and even custom email design. This opens up the ability to manage multiple companies using only one Proposify account.

    Adding a Team

    With the two features used together or separately, you can customize Proposify to the way your company works and have better control over how proposals are created.

    Bug Updates

    Aside from finessing Permissions, we’ve also been working on bugs within the system including improvements to:

    • Adding/removing multiple links 
    • Retaining formatting when copy pasting content within Proposify
    • Table height issues with PDFs

    We’re also still working away on improving mobile previews for clients so stay tuned!


    Live Long and Proposify,
    Ricky Ferris
    Product Manager

    Ricky Ferris
    Ricky Ferris

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