Importing Capabilities?
We paid for a new license and I now have a new employee in our system. He wants to upload his Outlook contacts into the system. I had him create a formatted CSV file however he said he doesn't have the import/export tab. Is that only available to administrators?
In other words, as I add on sales team members am I going to have to do all their uploading for them?
I understand them not having access to the "export" tab, but "import"? Is there a way to grant them import access or do I just have to go ahead and do it for each of them?
Thanks!
Hi,
I looked into this and as it stands now administrative privileges are required for doing bulk access. I understand that we could only restrict the export (instead of both). We will discuss internally about implementing this in a future version. If you want to track this request please put this idea in our Feedback.
In the meantime is it possible to give your colleague temporary administrator access so that he/she can import the data? I know that this should not be the usual way of operation and is a workaround.
