In addition to the roles defined in CRM (Leads, Prospects, and Clients), there are also several other use roles at your disposal within your account. Each of these roles have their own permissions and access to different parts of the platform, allowing you to curate which users have access to which menus, depending on their role.


Master Admin

The Master Admin user is the user who owns the license for this particular SuiteDash account. They have full admin access to the entire platform, along with the ability to manage the license subscription from the Settings–>Manage Subscription menu. The Master Admin has the most access of any user, and there is only one Master Admin user per account.


Admin

Admin users will have access to the entire platform, and can perform nearly any action, with two major exceptions: Admins (or any other user) cannot view or edit the Master Admin's details, and they also cannot view or modify anything in the Manage Subscription menu. There can be multiple Admins per account, as you see fit.


Project Manager

A Project Manager has admin-level access in the Projects and CRM portions of the platform, but limited access elsewhere. For example, a Project Manager has no access to the Billing or Client Pages areas of the platform, nor do they have any access to the admin Settings menu.


Office Manager

A Office Manager has admin-level access in the Billing and CRM portions of the platform, but limited access elsewhere. For example, a Office Manager has no access to the Projects or Portal Pages section of the platform, nor do they have any access to the admin Settings menu.


Teammate

A Teammate is a lower-level user, who primarily has limited access to the Projects menu. Teammates will only be able to access Projects to which they are assigned, and their access within those Projects is also limited (for example, Teammates do not have access to the Client Talk menu within their assigned Projects).


Salesperson

A Salesperson is a lower-level user with similar access to a Teammate role, in that Salespersons can be assigned to Projects and Tasks within Projects. Additionally, Salespersons have access to many sections of the CRM portion of the platform, including being able to create new Companies, Contacts, Events, and Goals. It is important to note that, while a Salesperson can view Company and Contact info, they are only able to edit and/or delete Companies and Contacts that they themselves created.


Freelancer

A Freelancer is nearly identical to a Teammate, with the notable exception being that Freelancers do not have access to the Team Talk menu within their assigned Projects. Their access within Projects beyond that is the same as a Teammate role.