The role-based account access can be controlled depending on the level of access you want to give them by defining permissions for each user. These permissions can be reassigned and customized to suit requirements.
You can assign users different roles in your dashboard. These roles define the various job functions that outline the kind of access each user has to the data on your dashboard.
In other words, a role allows any user to perform defined functions within your dashboard to manage data(Edit access) or view data(read-only access).
You can assign permissions to users you invite to your dashboard. The permission administration allows your organization maximum user control, as well as ensuring that each user has the right access based on their specific needs or user personas.
There are 2 types of users you can invite:
Users Invited to the dashboard are typically organization team members.
Types of default roles available for Internal Users:
Admin - Users invited as Admins to the dashboard have administrator privileges related to managing the account, including maintaining the company’s billing information, account settings, and user accounts.
Overview of Admin Roles:
Manager - Users invited as Managers are sub-users within the same accounts with customized permissions. Manager users can access and manage the location data for specified locations.
Overview of Manager Roles:
Client Users Invited to the dashboard are typically customers of an Agency who are granted access to view their business listings information only(Which is manageable through assigning locations/folders).