Custom User Types/Roles across multiple Sub-Accounts
B
Bradley Lemelin
The new Feature:
The ability to create different User Types and User Roles for different Sub-Accounts.
Example:
Staff member Tony has access to 2 different sub-accounts. Sub-Account 1 Tony is a Type: Account and Role: Admin. Sub-Account 2 Tony is Type: Account Role User.
Use Case:
This allows you to control staff members when training. This also eliminates having to set up a staff member with 2 separate log ins where they do not have to log in every time to just switch between sub-accounts.
Log In
S
Sales & Marketing
Merged in a post:
Customizable User Permissions for Multi-Sub-Account Management
E
Edmar Mahinay
I have a staff member who is part of multiple sub-accounts, and I’d like to set their permissions separately for each sub-account. For example, their user type in Sub-account 1 would be “Account User,” while in Sub-account 2, they would have “Account Admin” access. Is this possible?
I’d like to suggest adding functionality that allows assigning different access levels to each sub-account for the same user.
S
Sales & Marketing
Merged in a post:
🔁 Ability to assign a user to multiple sub-accounts with different roles
T
Théo JUSTINE
We would love to have the ability to assign the same person to multiple sub-accounts, with different roles and access levels depending on the sub-account.
For example: someone could be an admin in sub-account A and a limited-access user in sub-account B.
This would be especially helpful for agencies working on multiple projects with shared team members, while still maintaining proper permission boundaries.
S
Sales & Marketing
Merged in a post:
Permissions
B
Brooke Hogston
I want to be able to add a admin/user to multiple sub-accounts and be able to change their permissions in each sub-account. Some of my admins that have their own sub-accounts are also a part of sub-accounts that they should just be a user with less permissions.
S
Sales & Marketing
Merged in a post:
One User to Different Sub-account but has different Roles & Permissions
C
Carlo Sanchez
I would like to suggest allowing the use of the same user account across different sub-accounts, with the option to assign different roles and permissions for each.
S
Sales & Marketing
Merged in a post:
Different roles and permissions for the same user in different sub-accounts
B
Beate Milanato
We need to have the possibility to set up different roles and permissions for the user that have access to multiple sub-account. In their own sub-account they are admins with full access/permissions. But in other sub-accounts we need them to be users with only part of the permissions.
S
Sales & Marketing
Merged in a post:
Allow "User Permission" Templates
L
Logan Hopkins
Allow us to create a template to choose when adding a new user to an account. For example, when I get a client that signs up for my basic package, I have to manually select the permissions for them. Why not allow us to create a pre-built template for each of the different packages we offer?
S
Sales & Marketing
Merged in a post:
User Profile Values & Permissions PER Sub-Account
A
Adrian King
We have users who are team members on multiple sub-accounts, because they provide consulting services for them.
Currently they need to switch between accounts frequently during the day. This is becoming limiting because they need different login emails in order to have different permissions and 'from email' for sending emails in different sub-accounts.
One possible solution - and perhaps there is a better one (comments please)...
Let users change certain profile details for each sub-account they are part of. For example, for users to have a different 'from email' value, for each sub-account they belong to, that is automatically picked up in the conversation email panel (instead of using their login email, which is what it currently uses).
Other things would be for the user to have different permissions for each sub-account they are part of, and probably also things like different phone numbers, calendar etc. Because it seems like currently the user info is identical no matter which sub-account they are using.
D
Dr. Steve Moore
We are in need to have different roles and permissions for users based on the subaccount that they are accessing without having to create a new user account.
For example, we have users that use our white label for their personal business and we want them to have full admin access. That same user may admin another subaccount with less accessibility. The same user may develop on on an agency subaccount and we would want significant restrictions to prevent them from seeing (payments) and editing websites, automations etc.
D
Dr. Steve Moore
This would be extremely helpful. We are in need to have different roles and permissions for users based on the subaccount that they are accessing. FOr exmaple, we have users that use our white label for their personal business and we want them to have full admin access. That same user may admin another subaccount with less accessibility. The same user may develop on on an agency subaccount and we would want significant restrictions to prevent them from seeing (payments) and editing websites, automations etc.
K
Keith Besherse
Yes. This is a granular permissions/security/data protection/privacy measure.
Load More
→