By default, the first user within your company to create an Uptics account will be assigned the Admin Role. When the Admin proceeds to add additional teammates to the account, they will have the option to define the role the user will have, as well as the record viewing permissions they want the user to have.
When adding a new user, aside from determining if you'd like them to have Admin Access versus User Access, for either, you may also determine their Record Viewing Permission. These settings can be determined when you invite new users to your team, or at a later point in time by visiting the Users page and clicking the edit pencil off to the right of the user.
This article will discuss the following:
Admin versus User Roles
There are a few main differences between the Admin and the User Roles.
Admin Role
This is the master account, and it has full access to the system. You may assign more than one Admin, and any Admin can change any of the settings mentioned in this article.
An Admin has full access to the account including the ability to set system preferences, turn on warmup and remove connected inboxes across all accounts, add new users, and update the subscription plans & metered balance settings.
User Role
By default, any new user, unless you update it to an Admin, will have this role associated to their profile.
A user has access to everything an Admin does, except the following:
On the WarmUp page they will only have access to their own connected inboxes
In the Preferences section this will not be able to determine these company level settings.
In their Account Settings, they will not be able to see or access any of the Admin Settings, including User management, Plan & Billing Management, or Metered Balance Management.
Record Access Management
Aside from determining a user role for any new teammates, it is important to also set the Record Access you would like each teammate to have. In having any of the Record Access toggles turned on, the user will be able to view and edit the respective record types.
These settings are independent of the role they are assigned, however, any Admin role can change or adjust these settings.
The following record types can be set as viewable/editable or not, whereas the sub-bullet points specify what makes a particular record type 'owned' by them or not and explains the accessibility of each record type.
People Records
If this toggle is turned on, the user will be able to view and edit all people records in the account.
If this toggle is turned off and the user is set as the Contact Owner of a record, then they will have access to view and edit the record.
If this toggle is turned off, and the user is not set as the Contact Owner of a record, then they will not have access to view and edit the records they are not the Contact Owners of.
Company Records
If this toggle is turned on, the user will be able to view and edit all company records in the account.
If this toggle is turned off and the user is set as the Company Owner of a record, then they will have access to view and edit the record.
If this toggle is turned off, and the user is not set as the Company Owner of a record, then they will not have access to view and edit the records they are not the Company Owners of.
Deal Records
If this toggle is turned on, the user will be able to view and edit all deal records in the account.
If this toggle is turned off and the user is set as the Deal Owner of a record, then they will have access to view and edit the record.
If this toggle is turned off, and the user is not set as the Deal Owner of a record, then they will not have access to view and edit the records they are not the Deal Owners of.
Sequence Records
If this toggle is turned on, the user will be able to view and edit all sequences in the account.
If this toggle is turned off and the user is the Creator of a sequence, then they will have access to view and edit the sequence.
If this toggle is turned off, and the user is not the Creator of a sequence, then they will not have access to view and edit the sequences they did not create.