Granting Multi-Location Access Without Agency Permissions
This guide explains how to create or modify users at the account level, allowing them to manage multiple business locations within your CRM without providing access to the overarching agency dashboard. You will learn how to designate the appropriate role, set up access controls, and handle user permissions.
Understanding the Account User and Admin Role
Account-level users and admins are designed to have permissions limited to specific sub-accounts you choose. This is different from agency-level users, who can see and control all locations. This structure is perfect for team members who need to work with several locations but should not have visibility into broader agency settings.
Key Advantages of Account-Level Access
- Targeted Permissions: Provide access only to the specific locations a user needs to manage.
- Secure Access Control: Delegate responsibilities without exposing sensitive agency-wide information.
- Role Flexibility: Assign users as either Admins or Users, depending on the level of control they require.
Setting Up Account-Level Users and Admins
Follow these steps to configure a user with account-level access.
Switch to Agency View
In the top-left corner of your CRM dashboard, click the location dropdown menu and select the option to switch to Agency View.
Navigate to Team Settings
Once in the Agency View, look for the Settings section in the sidebar. Click on Settings, and then select the Team tab from the options that appear.
Add or Modify a User
To create a new user, click the + Add User button located in the top-right corner of the Team page. To change the settings for an existing user, click the pencil icon next to their name.
Set the User Type to Account
Within the Roles and Permissions section, locate the setting for User Type. Set this to "Account" to ensure the user is restricted from any agency-level access.
Assign a Role and Select Locations
Choose a role for the user, either "User" or "Admin." Then, use the search field to find and assign one or more sub-accounts that this user should be able to manage. You can further refine their permissions using the available toggle switches for specific features.
Save the Configuration
After you have configured all the access settings, click the Save button to finalize the user setup.
Frequently Asked Questions
Q: Can a single user be responsible for more than one location?
A: Yes. When you assign sub-account access, you can select multiple locations for a single user.
Q: What is the difference between an Account User and an Account Admin?
A: An Account Admin has broad permissions to manage settings within the sub-accounts they are assigned to. An Account User typically has more limited access, which is controlled by the specific permission toggles you enable.
Q: Is it possible to change a user from an Account User to an Account Admin later?
A: Yes. You can edit the user's profile from the Settings > Team section and update their role from User to Admin.
Q: Can an Account user access the Agency Dashboard?
A: No. By setting the User Type to "Account," you are explicitly preventing the user from accessing the agency-level interface.
Q: Does the user receive an email notification?
A: Yes. After you save the new user, an invitation email will be sent to the provided email address so they can join and access their assigned sub-accounts.