Account Level Permissions
In Affinity, there are 4 different user types at the account level: Basic, Standard, and Account Admin (Basic, Professional, and Premium Tiers), and the addition of the Enterprise Admin (Enterprise Tier only). The tables below show the permissions given to each user type.
Note: Being an Account 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).
Basic, Professional, and Premium Tiers
| 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 | |
| Export All People / All Organizations directories | X | X | X |
| Sync your email accounts | X | X | X |
| Set your privacy settings | X | X | X |
| Create lists | X | X | X |
Enterprise Tier
| 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 | |||
| 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 | ||
| Sync your email accounts | X | X | X | X |
| Create lists | X | X | X | X |
Note: Affinity will not be able to restore any columns/fields that were deleted by you/your team members.
How to change user type at the account level
- Click the Initials icon, then click Affinity Settings.
- Click Team management, then select the dropdown and select user type (Admin, Standard, or Basic) for each team member.
Note: Only an Account Admin (Basic, 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 CSM to update this.