User roles and permissions

Learn about OnePageCRM user roles and permissions, including what each role can access and how Account Owners and Administrators can manage user permissions.

Only Account Owner or Administrators can manage permissions for users.

Change user permissions

Go to Users → select the user profile to update.

Users, Plans and Billing | Users

Under Permissions, select the required options → Save.

Users, Plans and Billing | User profile | Permissions

Overview of user permissions

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There are four types of users in OnePageCRM:

Account owner
Administrator
User
Focused User (only available in the Business or Max plan)

The Account owner is assigned when the account is created and has full permissions. The Account owner cannot be deleted, so choose the main decision-maker carefully at the beginning.

💡 If the Account owner leaves, transfer ownership to another user.

Administrators have the same permissions as the Account owner, but cannot delete the account or remove themselves or the Account owner.

Users are added by the Account owner or Administrators. Permissions for users are managed by them as well. Choose User permissions carefully to keep your CRM data secure.

Focused Users can only view contacts assigned to them. This role is useful for freelancers, contractors, or new team members.

Permissions by User Type

Permissions		User Types
	Account owner	Administrator	User	Focused User
Manage Account Settings (Action Stream, Contacts, Deals preferences)	✔	✔	✔	✔
Add User / Remove User	✔	✔	✘	✘
Manage Billing	✔	✔	✘	✘
Manage Account Settings (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 Account	✔	✘	✘	✘
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
Full (two-way) email sync	✔	✔	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
Add/Edit/Delete Web Forms	✔	✔	Request permission	Request permission

OnePageCRM is a shared database, so all users can access 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

💡 Users can only edit their Targets if they have access to the Pipeline page.

💡 To give full access, select the role of Administrator instead of User.

User roles and permissions

In this article:

Change user permissions

Overview of user permissions

Permissions by User Type

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