Changing A User's Role

Now control what your teammates have access to

Sean Mallapurkar avatar
Written by Sean Mallapurkar
Updated this week

You can change the role assigned to any of your teammates pretty easily :)

To change the Role of your teammates:

  • Click on Admin Settings --> Users, a list of all your teammates will appear.

  • Select the member whose "Role" has to be changed and click on the Edit (pencil icon) to change the role of the user and then click on the Update button to save the changes

Things to know:

The "Role" determines what a user can do and what they can view.

Admin

An “Admin” can add records (candidates, companies, contacts, jobs), delete records (candidates, companies, contacts, jobs), view the complete database, export data from the list pages to CSV (up to 1000 records), and also have complete access to the admin panel (except Plans, Billing and API & integrations) and can invite teammates too.

Admins share many permissions with account owners but have certain limitations. Admins do not have access to the roles and permission section, plans and billings, premium job boards, and API integration tokens.

Team Member

A "Team Member" can only add records (candidates, companies, contacts, jobs), view the complete database, and do activities like adding notes/call logs/tasks & meetings, and other editing stuff. But, CANNOT delete, or export records and also won't have access to the admin panel. Can only view & edit Deals owned by themself.

Restricted Team Member

A "Restricted Team Member" can only add records (candidates, companies, contacts, jobs), and can only view the data that they are adding to the system and not the other user's data unless they have been made "owner" or "collaborator" on the record(s). They WON'T have access to the admin panel.

Account Owner

Account Owners have complete access and control over the account. Other than all the access admin shares, only account owners can purchase calling credits, change account ownership, change account currency, and access full data export. Account owners also have access to the "Sent Email Conversation" KPI in team performance reports.

Please Note: Different roles and permissions can be assigned to custom role users on Business plans.

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