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Understanding user roles in Sell

With all plans, you can choose between two default roles in Sell. With Enterprise and Elite plans you can specify granularity of access, and also create custom roles to define permissions that can be applied to multiple users.

You need admin rights to work with users. See creating a user and editing user permissions to set up your users.

Default roles in Sell

The default roles in Sell are Manager and User roles. These roles have a number of features, depending on your plan.

  • Team and Professional plans:

    Manager: this role can access and perform actions on all leads, contacts, and deals on the account. They can access their own data, and the data owned by their reportees.

    User: this role can access and perform actions on their own leads, contacts, and deals only. However, an administrator can extend their access to contacts access so that they can see and interact with other contacts on the account.

  • Enterprise and Elite plans:

    Manager: this role can access and perform actions on all leads, contacts, and deals on the account. They can access their own data, and the data owned by their reportees.

    User: you can configure this role so that the user can access and perform actions on their own, peer, reportees, and manager leads, contacts, and deals.

Granting administrator rights

Any Sell user, whether a Manager or a User, can be granted administrator privileges. Administrators do not have access to all user data. Administrator privileges relate to managing the account, and include the following areas (as listed in Settings):
  • Account information: account name, time zone, account currency, account cancellation
  • Subscription: upgrading and downgrading account subscription plan
  • Leads, contacts, and deals: adding, editing or deleting custom fields
  • Sales goals: resolution period
  • Task automation rules
  • Integrations
  • Voice: call scripts and billing
  • Client space setup
  • Lead capture form setup and publishing
Only current administrators can grant other Sell users administrative privileges. The data privileges of an administrator are defined by their Manager or User role.

Data types that are affected by permissions

Leads, contacts, and deals are the three categories of records that follow the user permissions set for your organization. Other types of data that are related to leads, contacts, or deals also inherit the permissions of a related object. For example, if a user has access to a specific contact, they can also see the call logs and contact notes for that contact.

Depending on their permissions, users can perform the following actions on data:
  • Create: create new data
  • Read: view existing data
  • Edit: change existing data
  • Delete: delete data from the account
  • Transfer: transfer data to other Sell users in the account
  • Export: export data to CSV file format for download