Getting Started With Infusionsoft

We are coming up with new setup guides for Infusionsoft users based on their roles. Here is the first draft of those roles. If there are specific roles that you think we should include, please let me know by replying here.

https://infusionsoft.knowledgeowl.com/help/getting-started

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What about a marketing role for someone who just needs to know what reports are available and how to get the data they need to make decisions.

@Candice_Hiles,

That would be something you can control with user groups, teams and user permissions