User Roles & Permissions

Assign team members different roles or permissions based on their responsibilities within the company. Choose from Owner, Admin, Power User, or User roles.

Roles & Permissions:

  • Owner - Access to all features & controls ownership and billing.

  • Admin - Access to all features excluding ownership and billing.

  • Power User - Access to most features excluding ownership, billing, team management, and can't send on behalf of other users.

  • User - Limited access with no control over ownership, billing, team management, and can't send on behalf of other users.

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Note: We recommend assigning most team members to the role of "Power User".

Which roles can send on behalf of other users?

Only Admins and Owners can send on behalf of other users. They will have this option available when enrolling contacts in Playbooks and while Prospecting on LinkedIn.

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