SharpSpring enables you to assign roles to everyone that has access to SharpSpring. Different user roles have different levels of access within SharpSpring. This article will provide an overview of user role access levels.
The following user roles are impacted by user role access:
- Company Managers
- Marketing Managers
- Sales Managers
- Jr. Salespersons
User Role Breakdown
The six user roles available for assignment in the SharpSpring application are as follows:
Additionally, SharpSpring Mail+ has limited user roles. For more information, refer to Mail+ User Roles Overview.
The Administrator user role has full access to SharpSpring. This includes all application areas, features, and settings that are currently available. Each of the six tabs (Analytics, Content, Social, Automation, Contacts, and Sales) are accessible by the Administrator. The Administrator user role has the most control out of all user roles, including the ability to dictate the roles of other users.
The Company Manager user role has access to all aspects of the platform except for advanced settings. These include such settings as custom fields and connecting social accounts.
The Sales Manager user role has access to the Analytics, Contacts, and Sales tabs. VisitorID, Contacts (including lead scoring and importing), and Sales Pipelines/Accounts features are accessible. However, Sales Managers will not have access to Automation and Content. Access to account settings is limited.
Note: If your screen dims, but does not do anything, that means you are trying to do something in SharpSpring that your user role does not allow. Usually, the screen dims because a pop-up menu is supposed to appear. This menu will not show up unless your user role gives you access to that part of SharpSpring.
Note: SharpSpring users that have not opened an email or logged into the application for 90 days will have their system notifications suppressed. This includes VisitorID, Billing, and Automation-based notifications.
The Marketing Manager user role has access to the Analytics, Content, Social, Automation, and Contacts tabs. This includes all contacts (including lead scoring and importing), all automation functions (tasks, workflows, lists, scheduled emails), and all content functions (forms, emails, templates). However, Marketing Mangers will not see the VisitorID and Sales Pipelines/Accounts features. Access to account settings is limited.
The Salesperson user role has access to the Contacts and Sales tabs. Salespersons can view and edit all leads in the Contact Manager (including lead scoring), Accounts, and VisitorID features, but cannot access any Content or Automation functions. The Sales Pipeline view is limited to only their opportunities. Access to account settings is limited.
The Jr. Salesperson user role has access to the Contacts and Sales tabs. This user role can see the VisitorID, the Sales Pipeline, and Contact Manager features, but may only view leads assigned to them. Access to account settings is limited. A Jr. Salesperson can only export up to 250 leads.
User Role Access
The following chart lists what each user role can access in SharpSpring:
|Navigation||Section||Administrators||Company Managers||Marketing Managers||Sales Managers||Salespersons||Jr. Salespersons|
|User Email Settings||✓||✓||✓||✓||✓||✓|