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


Master Account

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


Admin

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


Project Manager

A Project Manager has admin-level access in the Planning and CRM portions of the system, but limited access elsewhere. For example, a Project Manager has no access to the Billing or Portal Pages section of the system, 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 system, but limited access elsewhere. For example, a Office Manager has no access to the Planning or Portal Pages section of the system, 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 Planning 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 Planning. Additionally, Salespersons have access to many sections of the CRM portion of the system, 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.