Understanding Roles
Owner
You- Full access to everything
- Billing management
- Can add/remove any user
- Can change all settings
Admin
- Full access to apps and automations
- Can invite team members (non-admin)
- Cannot access billing
- Cannot delete account
Team Member
- Access to assigned apps only
- Can view and use automations
- Cannot create/edit automations
- Cannot invite others
Viewer
Read-Only- View dashboards and reports
- Cannot make changes
- 💡Perfect for stakeholders or clients
Inviting Team Members
- 1Navigate to Settings → Team (or
/portal/client/settings) - 2Click "Invite Team Member"
- 3Enter their email address
- 4Select their role (Admin, Team Member, or Viewer)
- 5Choose which apps they can access
- 6Click "Send Invite"
They'll receive an email with a login link to join your team.
App-Specific Permissions
Each app can have different access levels:
OMG-CRM—Assign by pipeline, territory, or client type
SecureVault Docs—Folder-level permissions
Automations—View-only or edit access
How to set: App Settings → Permissions
Best Practices
- Start with minimum access, add as needed
- Use Team Member role for most staff
- Reserve Admin for managers only
- Create Viewer accounts for reporting needs
- Review permissions quarterly
Managing Existing Users
View all usersSettings → Team
Change rolesClick user → Edit Role
Remove accessClick user → Remove
Transfer ownershipContact Support