How Do I Change Marketing Permissions For An Employee?


Let's Change Marketing Permissions For Employees


Changing permission to allow or deny employees access to send direct mail and/or to skip trace is simple for you to do.

With a couple of clicks inside an employee's user profile, you can grant or deny them access to your Profit Drive marketing. 



In this support article, you will learn step-by-step how to change marketing permissions for employees. 



1. Log in to your Profit Drive account. Then, click on Team Members located on the left-hand side menu. 




2. Then, select a team member's profile that you are wanting to edit.




3. Scroll down to Marketing Strategy. Click on the toggles on the right-hand side next to Direct Mail and Owner Trace to turn on and off permissions for each. 

Note: If the toggle is red, then the permission is granted. If the toggle is gray, then the toggle is denied.




4. When you are finished, click on Save at the bottom.




Thank You!

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