Start with the person's responsibility
Choose roles around the work the teammate needs to do. Someone reviewing calls may need a different level of access from an account administrator.
Team roles & permissions
The right access for the work at hand.
Invite teammates and control who can view or change information in each account.
Teams & data controls · Built for US call workflowsTeam roles & permissions
- Person
- Campaign reviewer
- Role
- View the account's call activity
- Control
- Editing access managed separately
Invite a teammate
Choose the account where the person should work.
Team roles & permissions
- Person
- Campaign reviewer
- Role
- View the account's call activity
- Control
- Editing access managed separately
Assign an appropriate role
Match the level of access to the responsibilities they will handle.
Team roles & permissions
- Person
- Campaign reviewer
- Role
- View the account's call activity
- Control
- Editing access managed separately
Review as the team changes
Update access when a person changes roles or no longer needs the account.
Explore the steps above. Sample details show the workflow, not a live account.
Teams & data controls
What changes in your day.
A campaign reviewer and the person managing billing do not need identical access. Roles help you keep the workspace useful to the team while reserving important changes for the people responsible for them.
Separate viewing from changes
Give people the ability to review relevant information without automatically granting every editing action. Revisit permissions when responsibilities change.
Review access across accounts
Check who can enter each client account. For call-business partners, use the more specific partner-access workflow when access needs to be limited to particular records.
From setup to review
Put it to work.
- 01
Invite a teammate
Choose the account where the person should work.
- 02
Assign an appropriate role
Match the level of access to the responsibilities they will handle.
- 03
Review as the team changes
Update access when a person changes roles or no longer needs the account.
A closer look
Useful answers before you start.
Explore the workflow above, then bring your own requirements to an early-access conversation.
Can I give someone access to only one client account?
Account membership and roles determine which account a person can work in. Set access deliberately for each business your team manages.
What about buyers and publishers?
Partner access provides more specific controls around campaigns, buyers, and publishers. Use that workflow when a partner should see a limited part of a call business.
Meet your next growth tool
Let’s connect the dots on your calls.
Get an early look at Lead Source, built for the way your business handles calls.