FreeAgent CRM offers you different Access Levels options for your Team members. The Access Levels are mostly used to restrict access to information with the goal of showing your Team members the details of their own Leads, Accounts, Deals or other Apps, to keep them focused.
In this tutorial we will cover the following topics:
Individual Access Level
As an admin, to check the Team's Access level, click on your portrait and click on 'Settings'. Then on the left-hand side, click on 'My Company' to display the available options, there click on 'Users'. Here you will see a list of all the current team members and their access level.
If they have the Individual Access Level, then they won't have access to some of the advanced configurations, such as 'My Company'. This means that the left-hand menu on their 'Settings' will not include all the options. The Advanced configurations are restricted to the Administrator of the account.
Team members with Individual Access level will be able to see only the Contacts, Accounts, Deals and records in other Apps that have been assigned to them.
This limitation on their information access doesn't apply to the Calendar and the Next Steps, as they will be able to see those belonging to other teammates as well.
IMPORTANT: When creating Next Steps for an Individual Access Team Member it is important to note that if they are not the owners of the Contact, Account, Deal, or record in other Apps, then they will not be able to see the Next Step.
Team Access Level
Similar to the Individual Access level, the amount of access they have to the advanced configurations under 'Settings' will be limited. The main difference is that a Team Access level will be able to import data through CSV files and they can see all the available records in all the Apps, even if they are not assigned to them.
Access Levels and Roles
On top of the Access levels described above, it is possible to assign your users to one or more Roles within FreeAgent CRM. By default, there are 5 different roles built-in FreeAgent CRM, but you have the option to create new ones, edit existing ones and deactivate those that you don't need.
This means that you could restrict access to a given App by role, and all users even those with team member access assigned to that role, won't be able to see the App.
By default, this role is assigned to the first user in the account. This can be changed by the current admin in the 'My Company' under Roles.
To learn more about the Roles and how to configure them, please visit the following tutorial: