Selecting Team Permissions

There are four types of Team Members with different access to the system:

Administrator

  • Shares Contacts and Deals with the Account Owner
  • Has most of the same rights as the Account Owner
  • Has full access to Settings systemwide
  • Has full access to all information and all databases
  • Can assign and re-assign Contacts and Deals
  • Can add and delete Team Members
  • Does not have access to Billing and Plan setup

Team Player

  • Shares Contacts and Deals with the Account Owner
  • Has limited access to Settings and no access to Utilities
  • Uses the Account Owner's Advanced Settings

Independent User

  • Has their own Contacts and Deals
  • Has limited access to Settings and no access to Utilities
  • Uses the Account Owner's Advanced Settings

Power User

  • Has their own Contacts and Deals
  • Has their own Advanced Settings including: To-Do Plans, Autoresponders, and Webforms
  • Has access to Utilities including the ability to Import and Export data

 

Once you've selected the type of Team Member you want to add, you will be able to adjust that users specific permissions within the system.

* This is an example of the optional Permissions for an Administrator.

Allow the user to access the options by keeping the Grant option selected. If you do not want a user to have access, choose Deny. Save your changes.

When you Deny, a user will not have any access to this option. For example, if you Deny access to Edit Contact, your user will not be able to update any of the Contact's information in the system.