Permissions and account types
How an account type decides what an account can reach, and how to change it.
Main account only
Every account has an account type, and the type carries a set of permissions. Per-account changes layer on top of those defaults.
The built-in types
- Client: Website Manager only, for their own site. The default for new accounts.
- Staff: the Sales Dashboard — Overview, Contacts, Leads, Clients, Pipeline and Activity Log.
- Administrator: everything.
Two different gates
Reaching a feature needs both halves, and they fail for different reasons:
- A permission is about the person. Your account either holds it or it does not.
- An entitlement is about the workspace. Live Chat comes with Premium; Lead Gen is sold separately.
So a colleague can hold every chat permission and still see no chat, because the workspace is on Starter. Upgrading the plan turns it on for everyone who already has the permission.
What can be granted
| Group | Covers | Needs |
|---|---|---|
| Sales Dashboard | The tabs, leads, clients, pipeline, payments, contact notes. | Any plan |
| Live Chat | Reading conversations, sending messages, managing send-from addresses. | Premium |
| Website Manager | What a client sees about their own site. | Any plan |
| Lead Generation | Prospect discovery and the sales queue. | Add-on |
Contact notes sit in the Sales Dashboard group on purpose: notes are not a Premium feature, and every plan can read and write them.
Changing what someone can reach
Open Accounts in the Sales Dashboard. Accounts shows each sub-account and its effective permissions; Account types edits the defaults; Defaults for new accounts sets what a newly created account gets.
A sub-account can never be granted more than the main account holds.
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