Team Management

Team Management

Keep your teams organized and efficient by granting every user access to the right assets.

  • Easily define who can access key business data and processes
  • Manage ongoing permission changes in one central location
  • Audit user activity and adjust permissions as needed

Provide teams with only essential information.

Your teams need to be focused on attracting, selling, and delighting customers; but irrelevant data and processes slow them down. User permissions ensure your data is protected and your teams are seeing the right information at the right time.

Leverage TXF’s user permission tools to control access across areas of the TXF customer platform such as records, content, and tools in order to make your teams more focused and efficient.

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Oversee user permissions in one simple location.

Managing user permissions can be complicated. Without an easy-to-use solution, you’ll waste valuable time on administrative tasks. TXF’s permission management tools are built directly on the customer platform, so you can manage your teams with the ease of use you deserve.

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Monitor user activity to improve key processes.

Reviewing user activity is a critical step in troubleshooting and evolving business processes. Keeping an eye on the actions of users can quickly identify any issues that might be slowing down work. Use TXF’s user auditing tools to gain valuable insights and recommendations to help boost productivity.

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Keep Marketing and Sales organized.

A strong partnership between Marketing and Sales drives more revenue — but cluttered workspaces distract from that mission. Set up TXF’s user permission tools to ensure your marketing and sales teams can easily locate their core assets and execute a clean go-to-market motion.

Have a question for our sales team? Whatsapp or email us & we'll walk you through it.

Frequently asked questions

What do I need to get started setting up user permissions?
TXF is an “all-on-one” platform. Does that mean all users in my TXF account will see everything?
Are user permission tools necessary for my business?
What are the most commonly used features when setting up user permissions in TXF?
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