Managing User Permissions

There are four types of users in OnePageCRM:

  • Account owner
  • Administrator
  • User
  • Focused User (only available in the Business Plan)

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.


User Types

Account owner



Focused User

Add User / Remove User

Delete Account

Manage Billing’s page

Manage Account Settings (Action Stream, Contacts + Deals preferences, custom fields, configuration of integrations)

Manage customization of Accounts ( Status labels, Lead sources, Call results, Localization, Next Action settings, contacts display as an organization or individual)

Manage User details and User permissions

Delete Contacts

Request permission Request permission
Own private contacts

Request permission Request permission
Export contacts and deals in bulk

Request permission Request permission
Save to Google Contacts

Request permission  Request permission 
Download vCard

Request permission  Request permission 
Delete Deals

Request permission Request permission
View Pipeline page

Request permission Request permission
Edit own targets

Request permission  Request permission 
Add/Edit deal items

Request permission  Request permission 
View Activity page

Request permission  Request permission 
Create and edit reports

Request permission  Request permission 
Bulk update Status

Request permission  Request permission 
Bulk update contact owner

Request permission  Request permission 
Add/Edit/Delete Autoflows

Request permission  Request permission 


OnePageCRM is a shared database so all users will have access to the following:

  • Import contacts
  • Add, view, and update contacts
  • Assign actions, update contacts’ statuses, add notes, deals, and tags
  • View other users on the account
  • Change their own details and password
  • Run/save filters

Still need help? Contact Us Contact Us