Role based access

Role permissions

Collaborator

• Manually add Member
• View Member's imported data, including
  • Name
  • Email address
  • Activity
  • Identities in Sources
  • Connections
• Promote Conversations to Contributions
• View/set Member company association
• View/set Member role
• View/set Member tags
• View/add Member notes
• View/add Member tasks
• View Member gifts
• Watch Members
• View/add Company data
• View/set Company tag
• View Reports
• View Project membership/levels
• Accept/reject all Suggestions

Manager (default)

• View/set Members' physical mailing address
• Add/invite/remove Account Managers
• Add/remove Account Sources & Channels
• Edit suggestion settings
• Add/edit Tag definitions
• Add/edit Gift definitions
• Add Member gifts sent
• Add/edit Project definitions
• Add/list Shared dashboards
• Export data to CSV

Owner

• Manage billing subscription
• Manager account name & icon
• Change ownership