Learn how to change roles for users and configure custom permissions for each role.
Fello provides default user roles with certain permissions. You can choose to configure permissions for these default roles as your team’s requirements evolve and configure custom roles as well. Here’s how:
- Click on your Profile from the top-right corner and select Settings.
- Navigate to the Users tab.
- Click View under the Permissions column in the Roles and Permissions section
You will now be able to see a list of all the permissions associated with that role and configure them as required.
|
PERMISSION |
DESCRIPTION |
|
Access All Contact Records |
Users will be able to view & edit all contact records, even for contacts that are not assigned to them. |
|
Access to Unassigned Contacts |
Users with this permission will be able to view unassigned contacts and assign themselves to unassigned contacts. |
|
Add Contact Records |
Users with this permission will be able to add contact records manually in Fello. |
|
Create/Edit Shared Segments |
Users with this permission will be able to create and edit shared segments. |
|
Import Contact Records |
Users will be able to import contact records into Fello. |
|
Export Contact Records |
Users will be able to export contact records from Fello. |
|
Configure Marketing Settings |
Users will be able to configure marketing tools like Widgets, Branding, Contact Dashboard, Landing Pages, and Widgets. |
|
Configure Account Settings |
Users will be able to configure the settings found under Settings > Account. |
|
Configure Users |
Users with this permission will be able to add or remove users, edit user information, and configure roles. |
|
Emulate Users |
Users with sufficient permission will be able to emulate other users, that is, they can access their Fello account and perform actions on behalf of them. |
|
Configure Billing Settings |
Users will be able to configure the settings found under Settings > Billing. |
|
Configure Workflows |
Users with this permission will be able to turn on, turn off, and edit workflows. |
4. Click Save.
Now, the permissions that you've modified for a certain role will be updated for all users with that role.
Note: The Owner role has all permissions enabled by default, and cannot be edited.
Change user roles and configure custom roles
- Go to Settings > Users.
- Click the Edit (Pencil) icon next to a particular user.
- Select the role you'd like to assign to this user from the Role dropdown in the Permissions section.
(To configure a custom role, select Custom from this dropdown and configure the permissions that you'd like to provide to this particular user.)
Note: When you assign or modify a custom role for a user, the permissions that you configure will apply only to that user and not other users with custom roles. - Click Save Changes.
Now, this user will be able to access Fello with the updated role and permissions.
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