Getting Started with Knowde: Help with access/permissions

Table of Contents

Why can't I view Leads or customer Requests?

Why can't I send messages to customers?

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Who can access my documents?

How do I change my Users' permissions?

Why can't I view Leads or customer Requests?

If you are not able to view leads / customer requests for your company, you may not have the correct role permissions for your user account. 

Please reach out to your Company Admin or Knowde Customer Success representative to enable permissions. If you are unaware of who these contacts are, you may also reach out to customer_success@knowde.com.

Why can't I send messages to customers?

If you are not able to send messages to customers from your company, you may not have the correct role permissions for your user account. 

Please reach out to your Company Admin or Knowde Customer Success representative to enable permissions. If you are unaware of who these contacts are, you may also reach out to customer_success@knowde.com.