Team Roles and Permissions

Assigning the right roles to your team members is crucial for smooth operation and effective management. Each role comes with specific permissions that tailor their access and capabilities within the platform. Here’s a quick rundown of what each role entails:




Admin
Has full access to all features and data within the CRM system.
Can create, edit, and delete users, accounts, and campaigns.
Can give permissions to other users

Account Owner
Has an account in the CRM
Has access to his or her account, including campaigns
Can invite users and add to their account
He cannot view/edit other accounts and cannot change system-wide settings
 
Account Manager
Manages a group of accounts within the CRM system.
Has read-only access to all accounts assigned to them.
Cannot create or edit campaigns
Accounts and users cannot be added or edited.

Read Only:
Read-only access to all data in the CRM system.
All tasks are read-only. This function is usually for users of reports and analytics.

Dashboard Viewer:
The user sees very limited information on the CRM system, mostly dashboards and reports.
No way to access or change system data.
Used most often for sales management and executive reporting.

By understanding these roles, you can streamline operations and retain control over what can or cannot be done.

Updated on: 05/08/2024