Managing Sales, Marketing and Engagement Suite Access

This guide provides a straightforward approach to managing user access to Nutshell's Sales, Marketing, and Engagement features, making it easy for administrators to control permissions with just a few clicks.

Nutshell

To manage users access to Nutshell's Marketing features, start by clicking on Settings in the main navigation.

Under "Administration", click on "Users & teams".

In the "Enabled users" view, it's just a click of a button to give or revoke access to Nutshell's 3 product suites.

To remove access, click on a toggle that says "On".

Confirm your choice by clicking, "Yes, turn off".

If you'd like to give someone access to a Product Suite, click a toggle that says "Off".

And confirm your choice by clicking "Yes, turn on".

It's that easy to manage access to Nutshell Sales, Marketing and Engagement! Note: If you try to add a user and have hit your user limit for a Suite, you will need to first update your billing to include more seats before making these changes.