How to Manage Roles & Permissions

Step-by-Step Instructions

1. Log in to your Owner or Admin account in a web browser
   (Please note: this cannot be done in the mobile app)
2. Click on Settings in the left-hand menu
3. Select Roles and Permissions
4. Review the available roles:
   • Owner (default – cannot be edited)
   • Sales (pre-built default role)
5. To edit an existing role:
   • Click into the role
   • Review each permissions section
   • Toggle permissions on/off as needed
   • Click Save when done
6. To create a new role:
   • Click Add Role, OR
   • Duplicate an existing role (recommended for faster setup)
     • Update permissions based on the role’s responsibilities
     • Click Save when done

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Important Notes

• The Owner role cannot be edited and must always have at least one user assigned
• Users with the Owner role can:
  • Manage billing
  • Cancel the account
  • Retain or delete company data
• The Training Library is intended for internal use
• The Video Library is used for videos sent through digital business cards

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Permissions with Dependencies

Some permissions are linked and will automatically adjust based on selections:

• Assign Area & View Area
  • If Assign Area is enabled, View Area cannot be turned off
  • The visibility level for View Area must match or exceed Assign Area
  • If settings conflict, the system will automatically adjust upon saving
• Create & Update Appointments and View Appointments
  • If Create & Update Appointments is enabled, View Appointments cannot be turned off
  • The visibility level for View Appointments must match or exceed Create & Update Appointments
  • If settings conflict, the system will automatically adjust upon saving

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Pro Tips & Best Practices

Manage Contacts / Pins

• If Manage Contacts/Pins is turned OFF, users will only see pins that they have created
• Turn this ON if shared visibility across users is needed

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If you have any questions or need assistance, please reach out to [e-mail].