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Permissions for Users and Teams
Yashal Vagadia avatar
Written by Yashal Vagadia
Updated over a year ago

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

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