In this article, we discuss how you, as an agency admin, can granularly manage your users' permissions across various modules.

If you are here looking for sub-account's user roles and permission management, click here.

Table of contents

• Getting started with user permissions
• Assigning user type and role
• Restrict access to specific sub-accounts
• Assign permissions
• Copy permissions
• Note

Getting started with user permissions

To manage users' permissions for an agency, 

• Navigate to Settings > Team.
• Click on the edit icon for the user whose permissions you want to edit.
• Click on 'Roles & Permissions' in the left menu.
  
  

Assigning user type and role

• User Type: Select whether you wish to create the user for the agency or a specific sub-account.
• Role: Select whether the user is an admin or a user.

Restrict access to specific sub-accounts

Agency admins can assign agency admins to specific sub-accounts and restrict them from accessing other sub-accounts to which they are not assigned. 

For example, Alex, who is an agency admin, can access only assigned sub-accounts '78th Avenue' and 'A Mailbox NYC', without compromising his access level. However, he will not be able to access 'Baker's Inn' which he is not assigned to.

Assign Permissions

Agency admins can apply granular permissions to their users. You may control the permissions at two levels:

• Module: Toggle the module off to completely restrict access to the module.
  
  
• Granular: Using checboxes, you can set the permissions at a granular level.

The new permissions structure is backward compatible with the old set of permission structures and their functionalities.

User Management → Login As

Enable Login As controls whether an agency admin can impersonate another user via Login As.

• Default: Enabled.
  
  
• Effect when disabled: The Login As option is hidden for that admin.
  Where: Agency Settings › Team › Edit user › Roles & Permissions › User Management.
  
  

Copy Permissions

Agency admins can copy a user’s granular permissions to another user. For example, when Bob joins the sales team, the admin can clone Alex’s permissions to Bob.

Adding Clients to a Sub-Account with Limited Access

Clients should not be added as agency-level users. Instead, they should be added directly within the sub-account associated with their business, where you can assign specific permissions and roles tailored to their needs. Adding clients at the agency level will give them unnecessary visibility across all sub-accounts—something you likely want to avoid.

Follow these steps to add a client to a sub-account and control their permissions:

• Go to the sub-account associated with the client.
  
  

• Navigate to Settings > My Staff.
  
  

• Click the blue button labeled + Add Employee in the upper right corner and enter the client’s user details.
  
  

• Assign a role such as User (instead of Admin) to limit their access.
  
  

• Under Permissions, disable any features you don't want the client to access (e.g., automations, settings, opportunities).
  
  

• Enable the Only Assigned Data toggle if you want the client to see only the records (contacts, calendars, opportunities) assigned to them.
  
  

• Click Save to finalize their access level.