Understanding Premium Action Visibility Differences Between Agency and Account Views

Premium Action Visibility Differences

When Premium Actions are not enabled for your agency account, certain features and capabilities will appear differently depending on whether you're viewing the system from an Agency Admin perspective or an Account User perspective.

Agency Admin View

As an Agency Admin, you will see all available Premium Actions within the CRM interface, regardless of whether they are enabled for your agency. This allows you to view and understand the full range of capabilities that could be available if Premium Actions were activated.

Account Users View

Account-level users (including Account Admins) will not see Premium Actions in their interface when these features are disabled for the agency. The menu options, buttons, and functionality associated with Premium Actions will be hidden from their view entirely.

This difference in visibility ensures that Agency Admins can assess and manage potential Premium Actions while preventing confusion for account-level users who wouldn't have access to these features anyway.