There are 2 User Roles that you can have on SalesTrax: Admin or User. 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 -> Remove tag / Delete contact / Import contacts
- Export opportunities
- Create / edit / delete / refresh / push updates / load snapshots
- Change account logo
- Enable HIPAA (if applicable)
- Subscribe / change whitelabel plan
- Smart Lists -> all bulk actions = add / delete tags, delete / export / import contacts
- Reporting
- Website templates
How to Check The User Role
To check the user role for your user, follow the steps below:
Step 1: Using an admin account, go to settings in the control menu on the left side of your screen and scroll down to settings. Click on settings.
Step 2: Next, scroll down to "My Staff" in the Settings menu.
Step 3: Once you open the "My Staff" page, close (by clicking on the X or ignore button) any notifications or banners at the top of the page. They will resurface every few days until you're ready to complete the setup.
If you don't have any notifications, skip to the next step.
Step 4: Click edit next to the user you want to review.
Step 5: Open the User Role section to reveal the current user role setting. If you'd like to change it, please change the setting by clicking on the desired role and saving the update by clicking "Save" at the bottom of the window.