Permissions Hierarchy
Owner > Admin > Team Manger > Team Member
Sequence
Sequence | Owner | Admin | Team Manager | Team Member |
Self Sequence | Yes | Yes | Yes | Yes |
Owner's Sequence | Yes | Yes | No | No |
Other Owner Sequence | Yes | Yes | No | No |
Admin Sequence | Yes | Yes | No | No |
Other Admin Sequence | Yes | Yes | No | No |
Team Manager Sequence* | Yes | Yes | Yes | No |
Other Teams Team Manager Sequence | Yes | Yes | No | No |
Team Member Sequence | Yes | Yes | Yes | Yes |
Other Teams Team Member Sequence | Yes | Yes | Yes | No |
*We have considered Team Managers are on the same Team
Prospects
Important: By Default, We have turned on the prospect sharing; you can turn it off in Admin Settings.
*Prospect won't be shared if Prospect sharing is turned off, so in this case, it will be NO as an answer.
Prospects | Owner | Admin | Team Manager | Team Member |
Self Prospects | Yes | Yes | Yes | Yes |
Owners Prospects | Yes | Yes | Yes* | Yes* |
Other Owners Prospects | Yes | Yes | Yes* | Yes* |
Admin Prospects | Yes | Yes | Yes* | Yes* |
Other Admin Prospects | Yes | Yes | Yes* | Yes* |
Team Manager Prospects | Yes | Yes | Yes | Yes* |
Other Teams Team Manager Prospect | Yes | Yes | Yes* | Yes* |
Team Member Prospect | Yes | Yes | Yes | Yes |
Other Teams Team Member Prospects | Yes | Yes | Yes* | Yes* |
Unified Inbox Conversations
Unified Inbox Conversations | Owner | Admin | Team Manager | Team Member |
Self Conversations | Yes | Yes | Yes | Yes |
Owners Conversations | Yes | Yes | No | No |
Other Owners Conversations | Yes | Yes | No | No |
Admin Conversations | Yes | Yes | No | No |
Other Admin Conversations | Yes | Yes | No | No |
Team Manager Conversations | Yes | Yes | Yes | No |
Other Teams Team Manager Conversations | Yes | Yes | Yes | No |
Team Members Conversations | Yes | Yes | Yes | Yes |
Other Teams Team Members Conversations | Yes | Yes | Yes | No |
1:1 Email Insights
1:1 Email Insights | Owner | Admin | Team Manager | Team Member |
Self Email Insights | Yes | Yes | Yes | Yes |
Owner Email Insights | Yes | No | No | No |
Other Owners Email Insights | No | No | No | No |
Admin Email Insights | No | Yes | No | No |
Other Admin Email Insights | No | No | No | No |
Team Manager Email Insights | No | No | Yes | No |
Other Teams Team Manager Email Insights | No | No | No | No |
Team Members Email Insights | No | No | No | Yes |
Other Teams Team Members Email Insights | No | No | No | No |
Templates
Important: By Default, We have turned on the prospect sharing; you can turn it off in Admin Settings.
*Prospect won't be shared if Prospect sharing is turned off, so in this case, it will be NO as an answer.
Templates | Owner | Admin | Team Manager | Team Member |
Self Email Templates | Yes | Yes | Yes | Yes |
Owner Email Templates | Yes | Yes | Yes* | Yes* |
Other Owners Email Templates | Yes | Yes | Yes* | Yes* |
Admin Email Templates | Yes | Yes | Yes* | Yes* |
Other Admin Email Templates | Yes | Yes | Yes* | Yes* |
Team Manager Email Templates | Yes | Yes | Yes | Yes* |
Other Teams Team Manager Email Templates | Yes | Yes | Yes* | Yes* |
Team Members Email Templates | Yes | Yes | Yes* | Yes |
Other Teams Team Members Email Templates | Yes | Yes | Yes* | Yes* |
Settings
Settings | Owner | Admin | Team Manager | Team Member |
Self Account Settings | Yes | Yes | Yes | Yes |
Owner Account Settings | Yes | No | No | No |
Other Owners Account Settings | Yes | No | No | No |
Admin Account Settings | Yes | Yes | No | No |
Other Admin Account Settings | Yes | Yes | No | No |
Team Manager Account Settings | Yes | Yes | Yes | No |
Other Teams Team Manager Account Settings | Yes | Yes | No | No |
Team Members Account Settings | Yes | Yes | Yes | Yes |
Other Teams Team Members Account Settings | Yes | Yes | Yes | No |