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Setting Up Employee Roles and Permissions

Set employee permissions to give each team member the right level of access for their role and responsibilities.

Written by Naomi Sherman

Give each employee enough access for their job while keeping other client and business information out of view.

In Releventful

  1. Click Settings > Employees > Manage Employees and select the person under Your team.

  2. In Employee details > Administrative access, choose Administrator for broad business access or Employee for limited access. Select their Business access brands if the account has multiple brands, then click Save details.

  3. For an Employee, open Feature permissions. Review the available starting point, then adjust individual permissions for the screens and actions this job requires.

  4. Click Save draft, then Apply permissions. Reopen Feature permissions to confirm the applied choices.

  5. Have the person sign in and test a real example of their job, such as opening a lead card, editing an assigned event, or viewing a report.

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