Admin Vs. User Roles and Permission Scopes

1. Admin Role Capabilities

• - Admins have full access to all settings, billing, and integrations.
• - They can add, edit, or delete other users.
• - They can view all contacts and opportunities, regardless of assignment.
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2. User Role Capabilities

• - Users only have access to the features toggled on in their permissions.
• - If 'Only assigned data' is enabled, they can only see contacts and deals assigned to them.
• - They cannot access billing or advanced sub-account settings.
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3. Customizing Permission Scopes

• 1. Go to Settings > My Staff > Edit User.
• 2. Under 'User Roles', select Admin or User.
• 3. Under 'User Permissions', toggle individual modules (e.g., hide the Funnel builder from a sales rep).
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• Tags: admin role, user role, permissions, access levels, staff roles, security