1) Owner - one user per the the whole account. Would initially be the account creator, but could be changed upon request.

2) Admin – Admin-level users can can perform actions on all data e.g.:
  • Manage users. 
  • Change account General settings like timezone and currency. 
  • Subscription and billing information. 
  • Managing lookups e.g. Products, Sales Regions. 
  • Managing Deal Stages i.e. Sales Process. 
Basically anything in settings screen other than profile information.

3) Manger – has access to all features except account settings.

4) User - access to own contacts, tasks and deals. No access to segmentation, sales reports or marketing.





Enjoy 30 days FREE trial