Nutshell offers the right balance of flexibility and control to ensure that team members see what they need to and not what they don't need.
In Nutshell, there are two types of users: administrators and non-administrators.
Admins in Nutshell will be able to access everything in Nutshell. They can view all company, person, and lead data, and they have access to the Setup menu. Admins can make account-wide changes to your settings that affect your users, organization, sales process, and more.
To give a user admin privileges, go to:
- Setup > Users & teams
- Click the user's name and check the box next to "This user can access Nutshell setup"
- Click "Save"
Features administrators have access to:
- Lead distribution
- Sales processes
- Sales quotas
- Activity quotas
- Company types
- Users and teams
- Custom fields
- Nutshell billing
- API keys
Please note that this is not a comprehensive list.
Other features administrators have access to:
- Filter the Activities, To Do, and Timeline sections of the Dashboard to see any user's completed and upcoming actions
- Set the company logo
- Set business hours
- Set default market
- Set default phone code
- Set default address
- Delete shared lists that were saved by disabled users
Non-administrators can be restricted by administrators, and therefore, do not have access to the Setup page in Nutshell. Anyone who should not be able to make changes to your account should not be made an administrator.
Is there a limit to the number of administrators we can have in Nutshell?
No. There is no limit to the number of administrators you can have in Nutshell, but you do have to have at least one administrator.
How do I limit who can bulk edit data and export data?
You can specify whether non-admin users can export data, or whether non-admin users can make bulk edits to your Company, Person, and Lead data. You can edit those settings via Setup > General Settings, the first page you'll see when you click on the Setup page.
I don't want my team to view each other's information. How do I limit what my colleagues can see?
Learn how to restrict what your Nutshell users can view.
Can non-administrators import spreadsheets or data from other sources?
No. Only administrators can import data into Nutshell. Non-administrators can manually create new Companies, People, and Leads.
Can non-administrators create new Tags?
Only administrators in Nutshell can create and delete Tags via Setup, but non-administrators can create tags on the fly on Company, People, and Lead pages as well as in the bulk edit window on list pages. Non-administrators can apply tags to the Companies, People, Leads they have access to.