Admin Vs. User Permissions

Only Admins have the permission to:

• Edit/create/delete team member

• Edit Agency Company settings

• Create new account

• Edit Prospect settings

• Social settings

• Select user on task list

• See other user’s conversations

• Contacts page -> Delete contact / Import contacts

• Export opportunities

• Create / edit / delete / refresh / push updates / load snapshots

• Change account logo

• Enable HIPAA

• Subscribe / change whitelabel plan

• Smart Lists -> bulk actions = delete / export / import contacts

• Reporting

• Website templates

• Affiliate portal (Agency Admin)