Username: Used for logging into Account
Password: Used for logging into Account
Time Zone: Specific Timezone for User
User Type: Account Owner (Full Access), Account Admin (Can't Access Billing) or Agent (Can't Access Billing & System Settings)
Lead View: This setting is for both Leads & Clients - All Leads (Every Lead & Client in the System or Agency) or Own Leads (Leads & Clients Assigned to Agent)
Agent View: This setting is for who a User can see in the 'Agent Dropdown' - All Agents (All Users in Account ) Agents within Same Agency (Agents within Same Agency) or Only Self (Just Themselves - Most of Used)
Lead Permissions: View (View Only), Add/Edit (Can Add or Edit Leads) and Delete (Can Delete Leads in the Account)
Client Permissions: View (View Only), Add/Edit (Can Add or Edit Clients) and Delete (Can Delete Clients in the Account)
Written by Clu Connors
Updated over a week ago