Account Level Permissions
For our Professional and Premium tier customers, there are 3 different user types at the account level: Basic, Standard, and Admin.
For our Enterprise tier customers, there is the 4th additional user type: Enterprise Admin. The tables below show the permissions given to each user type.
Note: Being an Admin does not mean that you are automatically a List Admin for specific lists that you have access to (see List Level Permissions). To have full list privileges, you must ask the List Owner to make you a List Admin as well (see Sharing lists).
Professional and Premium Tiers
| User Types | Basic | Standard | Admin |
| Deactivate/Reactivate a user | X | ||
| Access Billing Settings/Payment Methods | X | ||
| Access to Integrations tab | X | ||
| Export all your team's notes | X | ||
| Set team member's user type | X | ||
| Set global default profile fields | X | ||
| Set global default creation fields | X | ||
| Create/Delete/Rename global fields | X | ||
| Create/Edit dropdown options for global fields | X | ||
| Invite a user | X | X | |
| Create a new list | X | X | X |
| Create a new person, organization, or opportunity | X | X | X |
| Export All People / All Organizations directories | X | X | X |
| Sync your email accounts | X | X | X |
| Set your privacy settings | X | X | X |
Enterprise Tier
| User Types | Basic | Standard | Admin | Enterprise Admin |
| Set your privacy settings | X | |||
| Enterprise Team Management | X | |||
| Set team member's user type | X | |||
| Create/Delete/Rename global fields | X | |||
| Create/Edit dropdown options for global fields | X | |||
| Invite a user | X* | X | ||
| Deactivate/Reactivate a user | X | X | ||
| Access Billing Settings/Payment Methods | X | X | ||
| Access to Integrations tab | X | X | ||
| Export all your team's notes | X | X | ||
| Set global default profile fields | X | X | ||
| Set global default creation fields | X | X | ||
| Export All People/All Organizations directories | X | X | ||
| Create a new list | X | X | X | X |
| Create a new person, organization, or opportunity | X | X | X | X |
| Sync your email accounts | X | X | X | X |
* - If the Enterprise account does not have Affinity for Teams, then the Admin will be able to invite new users.
How to change user type at the account level
- Click your Personal Avatar icon on the top-right corner, then click Settings.
- Click Team Management, then select the dropdown and select user type (Admin, Standard, or Basic) for each team member.
Note: Only an Admin (Professional and Premium Tiers) or Enterprise Admin (Enterprise Tier) can set/change the user type of their team members to Basic, Standard, or Admin.
For the Enterprise Tier, an Enterprise Admin is not able to make another user an Enterprise Admin. To do so, please contact support@affinity.co or your Affinity representative to update this.