Create a Role

1. Click +Add Role.
2. Select the Company the Role is applicable to.
3. Name the Role, e.g. Finance Department, Accountant, Marketing Manager.
4. Give the Role a description, e.g. the permissable parts of the application.
5. Click Save.
6. [Optional] Click on the Users tab to apply this Role to Users already set up - you can also do this from their User’s screen.
7. Click on the Permissions tab.
8. Tick the Role Permissions that you wish to assign to this Role, or use ‘Toggle All’ to add all Role Permissions in that section, e.g. CRM, Reporting, etc.
9. Click Save.

Preview each Role Permission’s function and use Toggle All to make quick group selections.

Edit a Role

1. Click on the row of the Role you wish to edit.
2. Make your desired changes.
3. Click Save.

Delete a Role

1. Click on the row of the Role you wish to edit.
2. Click Delete Role.
3. Confirm deletion by clicking OK.

Permissions Comparison

You can compare the Roles you have set up and see at a glance which Roles have which permissions through the Permissions Comparison tab. Type in the Role Permission you wish to filter on to see what you need to in an instant.

See what Roles have which Permissions assigned to them, and quickly filter them through a search.

Sharing Agreements

For Enterprise Plan customers, you may operate multiple Companies within Administrate. The Special Role, Super Company Members , lets Users see all of your other Company’s data. However, in the case that you only need Users be able to view/edit certain other Companies’ information, and not all the other Companies, then you can set up Sharing Agreements between them.

You can set up your Sharing Agreement with additional Role Permissions, e.g. you can give permissions to delete Accounts and Contacts to another Company User.

Create a Sharing Agreement

You can set up a Sharing Agreement from the Company you are logged in from. i.e. If you are logged in as a Super User on Company X, then you can only set up Sharing Agreement so Company Y can view and/or edit your Company’s (Company X) information. You can’t set up a Sharing Agreement on the behalf of other Companies (unless you have that kind of Sharing Agreement), i.e. If you are on Company X, you can’t set up a Sharing Agreement so that Company Y shares access with Company X: you’ll need Company Y to do this for you.

1. Click +Add Sharing Agreement.
2. Select the Company you are giving permission to view and/or edit your information, e.g. Company Y.
3. Enter any applicable notes that are useful for people viewing this Sharing Agreement - e.g. the roles that are permissable.
4. Click the Permissions tab.
5. Select the appropriate Sharing Agreement Permissions.
6. Click Save to see this.

Your Sharing Agreement will be added to the table for Shared by You.

Set Permissions for other Companies in Sharing Agreements