Team and Permissions

Control who can access what in your admin dashboard by configuring team roles and permissions.

Role overview

| Role | CRM | Email | Portfolio | Analytics | Settings | Blog | |------|-----|-------|-----------|-----------|----------|------| | Admin | Full | Full | Full | Full | Full | Full | | Agent | Own contacts | Send only | Own clients | View | None | None | | ISA | All contacts | None | None | View | None | None | | Viewer | View only | None | View only | View | None | None |

Admin role

Admins have unrestricted access to every feature. They can:

Manage all contacts, regardless of assignment
Configure settings and integrations
Manage team members and roles
Access all analytics and reports
Publish and manage blog content

Agent role

Agents see only contacts assigned to them. They can:

View and manage their own contacts
Send emails to their contacts
Manage their own appointments
View their portfolio clients
Access their own performance analytics

ISA role

ISAs focus on lead qualification:

View all contacts in the CRM
Update contact details and pipeline stages
Create and complete tasks
Cannot send campaigns or access settings

Start with minimal permissions and expand as needed. It is easier to grant additional access than to revoke it after sensitive data has been viewed.

Custom permissions

For more granular control, click Customize next to any role to toggle individual permissions on or off.

Audit log

All team member actions are logged. Admins can view the audit log in Settings > Team > Activity to see who did what and when.

Team and Permissions