Who This Is For / When to Use
This is for account admins who need to update user details, assign roles, restrict data visibility, or configure granular permissions for payments, calendars, automation, and other tools.
Access Team Management
Step 1: Open My Staff
Go to Settings.
Select My Staff.
Open Team Management.
Step 2: Select a User to Edit
Locate the user in the list.
Click the Edit (pencil) icon under Action.
Edit User Information
User Info
Use User Info to update the user’s basic details.
You can edit:
Profile image
First and last name
Email address and verification
Phone number and extension
Password (if applicable)
Default calendar
Email signature
Edit Roles and Permissions
Open Roles & Permissions
In the left sidebar, click Roles & Permissions.
User Role
Select the user’s role:
User
Admin
Admins can manage other users and system-level settings.
Data Visibility Scope (Only Assigned Data)
Use Only Assigned Data to restrict what data a user can see.
When enabled, users can only access data assigned to them, including:
Contacts and conversations
Opportunities
Calendars and appointments
Pipeline records
Important: When Only Assigned Data is enabled, users cannot access unassigned tags, funnels, workflows, or shared data.
User Management Permissions
Control Access to Team Management
Admins can control whether users can manage or only view other users.
Options:
View & manage users – full access to add, edit, and delete users
View users – read-only access
If both are disabled, My Staff and Team are hidden from the sidebar
Configure Tool-Level Permissions
Automation Permissions
Control access to campaigns and workflows.
You can allow:
View campaigns
View & manage campaigns
View workflows
View & manage workflows
Manage triggers
Calendar Permissions
Control calendar visibility and management.
Options include:
View appointments, calendars, and groups
Manage appointments
Manage calendars
Manage groups
Opportunities Permissions
Control pipeline access.
You can allow:
View & manage opportunities
View opportunity lead value
Bulk actions on opportunities
Payment and Subscription Permissions
Payments (Including Export)
Admins can restrict sensitive financial actions.
Permissions include:
View & manage payments
Record payments
Refund payments
Export payments (CSV)
View & manage invoices
Cancel subscriptions
Orders, Subscriptions, and Payment Settings
Granular controls are available for each section:
Orders: view, import, export, collect partial payments
Subscriptions: create, update, pause, cancel, export
Payment Settings: receipts and subscription configuration
Products: create, edit, duplicate, delete
Transactions and Taxes
Save Changes
Click Save to apply updates.
Changes take effect immediately.
Common Issues and Fixes
I don’t see the Edit button
Only Admins can edit other users.
Users without permission will see a warning message.
User cannot export payment data
Ensure Export payments is enabled under Payments permissions.
User sees too much or too little data
Review Only Assigned Data.
Confirm calendar, opportunity, and contact permissions align with their role.