Solution home Clients

Client Competitors

How do I delete a competitor for a client?
Only users with the ‘client_gating_access’ role. Contact access@croud.com if you have a question.
Wed, 4 Sep, 2024 at 9:32 AM
The ‘Allowed’ and ‘Not allowed’ lists
We’ve streamlined managing who can and cannot work on a client by introducing two clear lists: ‘Allowed’ and ‘Not Allowed’. These lists apply to both Croudi...
Thu, 5 Dec, 2024 at 1:32 PM
How do I move users from the ‘Not allowed’ list to the ‘Allowed’ list?
Only users with the ‘client_gating_access’ role. Contact access@croud.com if you have a question.
Thu, 5 Dec, 2024 at 1:32 PM
How do I move users from the ‘Allowed’ list to the ‘Not allowed’ list?
Only users with the ‘client_gating_access’ role. Contact access@croud.com if you have a question.
Thu, 5 Dec, 2024 at 1:32 PM