Managing User Permissions

There are four types of users in OnePageCRM:

• Account owner
• Administrator
• User
• Focused User

The Account owner role is automatically assigned to the person who creates the account in OnePageCRM and does not have any limitations on permissions. The Account owner cannot be deleted, so it’s important to ensure that the main decision-maker in the company is the Account owner from the beginning. Note: If the Account owner leaves, then it’s important to transfer the ownership to another user.

The Administrator role is similar to that of the Account owner but doesn’t have access to delete the account or remove themselves or the Account owner.

The user is someone who has been added to the account by the Account owner or an Administrator. Their permissions will be managed by the Account Owner and/or Administrators of the Account. Choosing which permissions to assign your users is an important decision to make as you plan for the security of your CRM data.

The Focused User is someone who can only view contacts assigned to them. Focused Users cannot access any contact that is not owned by them or assigned to them. The Focused User is perfect for working with external freelancers and contractors or training new team members.

The table below shows all permissions that each user type has and can be granted.