In this article, we discuss how you, as an agency admin, can granularly manage your users’ permissions across various modules.
If you are here looking for sub-account’s user roles and permission management, click here.
Getting started with user permissions #
To manage users’ permissions for an agency,
- Navigate to Settings > Team.
- Click on the edit icon for the user whose permissions you want to edit.
- Click on ‘Roles & Permissions’ in the left menu.
Assigning user type and role #
- User Type: Select whether you wish to create the user for the agency or a specific sub-account.
- Role: Select whether the user is an admin or a user.
Restrict access to specific sub-accounts #
Agency admins can assign agency admins to specific sub-accounts and restrict them from accessing other sub-accounts to which they are not assigned.
For example, Alex, who is an agency admin, can access only assigned sub-accounts ’78th Avenue’ and ‘A Mailbox NYC’, without compromising his access level. However, he will not be able to access ‘Baker’s Inn’ which he is not assigned to.
Assign permissions #
Agency admins can apply granular permissions to their users. You may control the permissions at two levels:
- Module: Toggle the module off to completely restrict access to the module.
- Granular: Using checboxes, you can set the permissions at a granular level.
The new permissions structure is backward compatible with the old set of permission structures and their functionalities.
Copy permissions #
Agency admins can copy a user’s granular permissions to another user. For example, when Bob joins the sales team, the admin can clone Alex’s permissions to Bob.
Note #
With this foundational capability now launched, SalesKaki will now start rolling out granular permissions across its various products. Stay tuned to this space for more advanced and granular permission controls.
