Your team
Roles and what each can do
The difference between Admin and User, and which to give.
There are two roles.
| Role | Use it for | Can do |
|---|---|---|
| Admin | Owner, manager | Everything: settings, billing, channels, automations, team, all contacts |
| User | Sales and support staff | Work the inbox, pipeline, calendar and contacts they are given |
Which to give
Give Admin to as few people as you can. Give User to everyone else.
You choose the role when you add someone. In the form, open the Roles and permissions tab. Under User role, pick Admin or User. Below it is a switch that limits the person to only the data assigned to them. Turn it on for people who should only see their own contacts and chats.
Money
Pipeline value and payments can show money. If you do not want your team to see it, tell us and we hide it for Users.
Changing a role
Open Settings, then Users, pick the person, open the Roles and permissions tab and change the role. It applies the next time they open the app.
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