Skip to main content

User Roles

Updated

Roles

Roles are groups of permissions that an Administrate User can be assigned to control what they can see and do in the system.

Each User must be assigned at least one Role. Multiple Roles can be combined to reflect a User’s responsibilities across different areas of the application.

For example, a User responsible for both finance and marketing could be assigned both a Finance Role and a Marketing Role.

For elevated access, see Users for details on Super User and Super Company Member.

Table of contents

Create a Role

  1. Click +Add Role.
  2. Select the Company the Role applies to.
  3. Name the Role (for example: Finance Department, Marketing Manager).
  4. Add a description explaining its purpose.
  5. Click Save.
  6. [Optional] Use the Users tab to assign the Role to Users.
  7. Go to the Permissions tab.
  8. Select the permissions to include in the Role (or use Toggle All).
  9. Click Save.

Caution

Ensure Administrate Login - Edit is enabled so Users assigned to this Role can log in.

Role permissions interface

Preview permissions and use Toggle All for faster configuration.

Edit a Role

  1. Click the Role you want to edit.
  2. Make your changes.
  3. Click Save.

Delete a Role

Note

Users must have at least one Role assigned. Before deleting a Role, ensure affected Users have another Role.

  1. Click the Role you want to delete.
  2. Click Delete Role.
  3. Confirm the action.

Permissions Comparison

The Permissions Comparison tab allows you to compare Roles and quickly see which permissions are assigned to each.

Use the search field to filter by permission and identify which Roles include it.

Permissions comparison interface

Compare Roles and filter permissions for quick analysis.

Sharing Agreements

For organizations operating multiple Companies, Sharing Agreements allow controlled access between them.

Unlike the Super Company Member Role (which grants access to all Companies), Sharing Agreements allow selective access between specific Companies.

You can also grant additional permissions across Companies (for example, allowing another Company to delete Accounts or Contacts).

Create a Sharing Agreement

Sharing Agreements are created from the Company you are currently logged into. You can grant access to your Company’s data, but not configure sharing on behalf of other Companies unless permitted.

  1. Click +Add Sharing Agreement.
  2. Select the Company you want to grant access to.
  3. Add notes describing the agreement (optional but recommended).
  4. Open the Permissions tab.
  5. Select the permissions to share.
  6. Click Save.

The agreement will appear under Shared by You.

Sharing agreement permissions

Configure cross-company permissions using Sharing Agreements.

View Sharing Agreements

Sharing Agreements are grouped into two tabs:

  • Shared By You – Agreements you created to share your data
  • Shared With You – Agreements created by other Companies

Related to

Related articles