Only Admins have the permission to:
- Edit/create/delete team member
- Edit Agency Company settings
- Create new account
- Edit Prospect settings
- Social settings
- Select user on task list
- See other user’s conversations
- Contacts page -> Delete contact / Import contacts
- Export opportunities
- Create / edit / delete / refresh / push updates / load snapshots
- Change account logo
- Enable HIPAA
- Subscribe / change whitelabel plan
- Smart Lists -> bulk actions = delete / export / import contacts
- Reporting
- Website templates
- Affiliate portal (Agency Admin)