How to change user role
User roles are defined in Settings > Users tab. Each user on the list has a switch right to their name that determines will they have admin role or not.
When switched on under the System Admin column, user will be set as organisation administrator. If not, user will have limited non-admin access.
The Users tab in Settings is only available to System Admins.
Key differences between the two user roles
System Admin
Can:
Access all Workflows created in the organization
Access all Deals (this includes viewing all deal details and editing them)
Access all Contacts (this includes viewing all their details and editing them)
Access all Tasks (this includes filtering tasks assigned to other users and editing them)
Access and use Marketing feature
View Dashboard deal/contact statistics and data for their account and other users in org
Have organization settings
Cannot:
Use QuickTools, Lenders Document Library or ApplyOnline from the Library tab in the top menu (restricted only to Broker accounts, Admin must have Broker account as well to use this feature)
Non-admin
Can:
Access only Workflows they are assigned to (be a Workflow member)
Access only Deals they are owners of, or they are assigned to as a team member
Access only Tasks they are assigned to
Access only Contacts they are owners of
View Dashboard deal/contact statistics and data for their account only
Have only personal account settings
Cannot:
Cannot use Marketing feature (restricted only to Admins, user must be Admin as well to use this feature)
Settings example
Admin settings:
Non-admin settings:
Additional permissions
Additional permissions can be given to a non-admin user.
These options are configured in Permission settings.
Best time to set User roles is when adding new Users to organization.