You will now be able to set different permission levels, for each team member, which will control what that team member can do in your team Command account. For instance, you can ensure that your team admin has access to help with any lead/contact in the team Command account, in conjunction with the primary agent assignee, or you can restrict an agent to only have access to work with leads/contacts that they own or are assigned to.
There are three permission levels built in to each Applet in a team's Command account. You will set these permission levels for each Applet, for each agent:
- Click here to see a more detailed view of these permission levels, and the access each permission level gives within each Applet.
Standard - this is the default setting, and will be the basic permission level for most agents on your team. The idea behind this permission level is that the agent will be assigned leads/contacts, and will only be able to manage contacts and tasks they are assigned, as well as manage their personally owned sphere. They won't be creating team SmartPlans, launching team campaigns, and won't have full visibility into the entire team database. They will be able to add their assigned/owned contacts to the team SmartPlans that have already been set up, and will be able to utilize team design templates that have been created for their use.
Enhanced - this is the basic permission level for the admins on your team. This permission level gives them generally full access the team Command account, without the ability to fully delete or make permanent changes. They'll be able to view and manage all leads/contacts in the team Command account, create team Campaigns, and to create or edit team SmartPlans. They won't be able to fully delete contacts, export team contacts (only personally owned contacts in the team account), and they won't have access to make changes on the Team Management settings page (create guest user admins, request changes to the team roster, and edit agent permissions).
Unlimited - this is the permission level that all Rainmakers will have by default. A Rainmaker can give this to an associate on their team, but be careful with this permission level. This permission level gives full access to the team Command account. This permission level gives the same access as Enhanced permissions, with the extra ability to to fully delete contacts, export team contacts (only personally owned contacts in the team account), and they won't have access to make changes on the Team Management settings page (create guest user admins, request changes to the team roster, and edit agent permissions).