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Setting user types

Configure your Admin and Standard User access

Penelope Hill avatar
Written by Penelope Hill
Updated over 9 months ago

When adding new team members to your CRM, you have the option of giving Admin or Standard access.

User types and access

Admin Users can access everything in your CRM - there are no restrictions on their access to data or any settings, and they can add new users to the CRM.

Standard Users have certain restrictions on their access. They won't be able to:

  • Manage Custom Fields (including fields on Record Forms)

  • Manage Forms (including copying and adding Record Forms)

  • Manage Tag Types

  • Access Apps & Integrations Settings

  • Manage Users (including user types)

  • Access Payment Settings

  • Access Email Settings

  • Access Brand Settings

Any user with either Admin or Standard access will require a 'seat' as part of your subscription

Configuring user types

You can add new users and amend a user's access level, under Tools & Settings > Users. Click Edit next to the user's name.

Then select the correct User Type from the dropdown, and Save your changes.

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