Managing User Permissions

There are three 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 the access to delete the account or remove themselves or the Account owner.

The user is someone who has been added onto 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 table below shows all permissions that each user type has and can be granted.

NOTES

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