Date Published or Modified

Feb 05,2022

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User vs Admin Role

If you are adding a team member to your account, you'll notice that you can choose between two roles for them - user or admin

What's the difference?

The big difference is that users cannot edit or accomplish the following things:

  • Settings
  • Adding other team members
  • Importing/exporting contacts

Whereas an admin can add new team members & edit settings, a user cannot.

The reason people like to use the User role is because they can avoid having another team member making drastic changes to the things that are built in SaaSFlow CRM, like accidentally deleting a phone number or messing up a calendar!

After you've chosen the role you want your team member to have, you will want to also go to 'User Permissions' and select the features you do or do not want them to see.

If you need to learn how to get to the Team Management settings and find 'User Role' and 'User Permissions', please see Team Management: Giving Employees Access to your Account