SharpSpring enables you to assign roles to everyone that has access to SharpSpring. The four roles that you can assign are site admin, company manager, salesperson and jr. salesperson. The site admin has the most control out of all of the user roles and has access to all of the features in SharpSpring. This includes the ability to dictate the roles of other users.
SharpSpring Mail+ has limited User Roles, which are defined in the article Overview of Mail+ User Roles.
A site administrator has full access to SharpSpring. This includes all app areas, features and settings that are currently available. Each of the 6 tabs (Analytics, Content, Pages, Automation, Contacts, and Sales) are accessible by the Administrator.
The sales manager has access to the Analytics, Contacts and Sales tabs. VisitorID, contacts (including lead scoring and importing), and sales pipelines/accounts are accessible, however they will not have access to Automation and Content. Access to account settings is limited.
The marketing manager has access to Analytics, Content, Pages, Automation, and Contacts. This includes all contacts (including lead scoring and importing), all automation functions (tasks, workflows, lists, scheduled emails), all content functions (forms, emails, templates), however they will not see the VisitorID and sales pipelines/accounts. Access to account settings is limited.
The salesperson has access to the Contacts and Sales tabs. They can view/edit all leads in the contact manager (including lead scoring), accounts, VisitorID, but cannot access any content or automation functions. The sales pipeline view is limited to only their opportunities. Access to account settings is limited.
A jr. salesperson has access to the Contacts and Sales tabs. This user can see VisitorID, the sales pipeline, and contact manager, but may only view leads assigned to them. Access to account settings is limited.
Note: If your screen dims, but doesn't do anything, that means you're trying to do something in SharpSpring that your user role doesn't allow. Usually the screen dims, because a popup menu is supposed to appear, but this menu won't show up unless your user role gives you access to that part of SharpSpring. The following chart should provide you with all the details necessary for assigning user roles.
|Navigation||Section||Administrator||Marketing Manager||Sales Manager||Salesperson||Jr Salesperson|
|Action Group Conversions||✓||✓||✓|
|Email Syncing and Tracking||✓||✓||✓||✓||✓|