Manage who can do what on your team by updating user permissions. Learn more about each permission type here.

Step-By-Step Instructions

Accessing user permissions

1. Click the profile icon in the top-right corner of Safari Portal.
2. Select Settings from the dropdown.
3. Click the Users tab.

Edit Permissions for Pre-Existing Users

1. Under the Account Users section, click the pencil icon next to any user's email address.
2. You can configure the following permissions and more:
3. 1. View all team files on their Dashboard (leave unchecked to limit access to their own files only)
   2. Generate bednight reports from the Dashboard
   3. Manage custom stages on the Dashboard for all team members
   4. Create, edit, or delete content in the Content Library
   5. Set access levels for the Financials and Contacts modules
   6. Full edit permissions for all forms, including those authored by others
   7. Can export all data from the Dashboard (includes financials data)
   8. Limit access to what credit card information an agent can view.
4. Click Save.

Set Permissions for New Users

Under the Add Users section, set permissions as you add a new user to your team.

Keywords: User permissions, set user permissions, account admin, admins only