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Prevent users from exporting data

Create or edit a user role that blocks exporting data from chosen modules, then assign that role to users in Team Settings.

Set up the role

1. Click on the Cog

Zigaflow dashboard with the settings cog icon highlighted in the top-right toolbar, next to the notifications bell

2. Click "Team Settings"

Settings menu with Team Settings highlighted, opening options including Manage Team Members and Manage Teams

3. Click "Manage Roles"

Team Settings page in Zigaflow Settings with the Manage Roles option highlighted in purple and selected

4. Edit a role or create a new one. Admin and User roles cannot be edited

Manage Roles panel in Team Settings with the edit icon highlighted on the Junior Sales role, next to Create New Role

5. Unitck "Export.." on the modules you don't want them to be able to export from

Permissions screen with the Export Invoices checkbox highlighted in the Invoices panel, next to the Orders panel options

6. Click "Save Changes"

Team Settings permissions panel with MailChimp Marketing checked and the Save Changes button highlighted at the bottom

7. Click "×"

Permissions panel with SMART Goals and Automations checkboxes, highlighting the close "×" button in the top-right corner

Assign the role to users

8. Assign the user(s) this role. Click "Manage Team Members"

Settings page below the Role Name table, with the Manage Team Members section highlighted for clicking

9. Edit the user

Users list with Role, # of Modules and User Tags columns, edit icon highlighted beside Reset Password for the first user

10. Set their role

User details form in Team Settings with the Role dropdown open, highlighting the Junior Sales option below Admin

11. Click "Save Changes"

Team Settings user edit panel with Role set to Junior Sales and the Save Changes button highlighted below the form

12. The user will need to log out and back in to see the changes

Learn more: user roles and permissions

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