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User Roles - Admin vs Non-Admin users
User Roles - Admin vs Non-Admin users

How to determine which user will have admin privileges and which not. What do admin users and non-admin users see when they login.

Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

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.

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