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SalesNexus Security Settings

CustomizeClick the Settings button on the left hand toolbar (only Administrators will see this) Its near the bottom of this toolbar.

The following pop-up window will appear...

Click "Security Settings" under Security and Access Settings(2nd column of options).

The following pop-up window will appear...

Select Employee

Read/Write Settings

Export/Mass Update

  1. Now click Save to save the settings for the selected user.

You can now click on other usernames to change their Sync Settings. Click Save after completing changes for each username.

 


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