Different members of your organization can have varying roles, thus need different levels of access to Salesmsg. With Roles & Permissions you can pick the right role and customize permissions to fit the needs of your team.

If you want to extend View Only access to any one in your organization then the Observer role is the right one. You can invite an unlimited number of users under the Observer role with no additional charges.

Observers have the ability to request access to a higher role if they need it.

You can now specify the right role for teammates you invite before you extend the invitation. That way they have the right access from day one.

You can change the roles of existing users as follows:

If none of our standard roles meet your specific requirements, you can further customize permissions to suit your organization's unique needs. This allows for tailored permission settings at both the role and individual user levels.

Managing Seats

If you change the role of a user to an Observer, you will need to:

This added permission helps ensure your team is communicating with the right people and using Salesmsg strictly for approved business purposes.

A new permission setting called Contact Creation has been added in the following areas:

Default Setting:

Users without contact creation permissions will be restricted from adding new contacts through the following workflows:

When a restricted user attempts any of these actions, they will receive a message informing them that they do not have permission to create new contacts.

This update gives account Owners and Admins greater control and oversight while helping teams maintain proper contact management standards.

Being an Observer, you can ask for an access to the information you need from your administrator right in the pop up modal "Feature Unavailable on Observer Role". This is available in the cases when you need to type messages, call a contact, start a new conversation or search for a contact.

Does it cost anything to change my member's role?

Only if they are going from the free view-only role "Observer" to a higher permission.

Can I make any user the "Owner" role?

The "Admin" role is the closest a member can be to an "Owner". As the Owner, you can request that you exchange your Owner role with another member but there can only be one Owner.

Does disabling ALL the features drop a user to an Observer?

No. Turning off all feature permissions is not enough to turn a user into an Observer. The Observer role needs to be selected to turn the user into a view only user.

What does Contact Access control?

It controls which Contacts are visible to the Member. This feature is particularly useful if your company has a large number of teams or locations, as you can set Contact Access at the team level and ensure that all contacts remain organized in their respective areas.

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