When you invite Users, you have the ability to set their Role to one of three options. Here is a description of each Role.
Admin
An Admin can do anything in GlassHive. This includes viewing, creating, editing, and deleting practically any record in this account. The only limit is that since an Admin is not a Salesperson, they cannot be assigned Contacts.
Salesperson
Salespeople are limited to the view of Sales. They will not be able to view Marketing analytics.
Salespeople have the following restrictions:
Updating Account information
Deleting Contacts, Companies, and Lists
Reassigning Contacts
They can only see Pipeline and Leads pages for the Contacts assigned to them
Campaign visibility for salespeople with assigned-contact restrictions
When a salesperson can only see contacts assigned to them, campaigns follow that same limit. They can see company campaigns and personal campaigns that belong to them. A campaign they create is a personal campaign, and it only sends to their assigned contacts.
You can learn more about company and personal campaigns via the button below.
You can learn more about campaigns for restricted salespeople via the button below.
Marketer
Marketers are limited to the view of Marketing. They will not be able to view Sales analytics.
Marketers have the following restrictions:
Updating Account information