Sansan

Setting download permissions

This article shows how to set download permissions by user (for downloading contacts and reports).

 

Setting the permission level

"There are four download permission levels:

  • Prohibited (user cannot download at all)
  • My data (user can download their own contacts and reports)
  • All data (user can download all contact and report data)
  • Custom (user can download data only from certain departments)

 

Key points

  • Administrative access required.
  • Private contacts cannot be downloaded.
  • When "Custom" is selected, by default the user can only download from their own department (and sub-departments), but this can be customized by user here.

 

Steps

1. Select Admin settings > Manage users.

 

 

2. Select the download permissions for the target user and save.

 

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