Account Level Permissions
For our Professional and Premium tier customers, there are 2 different user types at the account level: Standard and Admin. For our Enterprise tier customers, there is an 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. To have full list privileges for certain lists, you must ask the List Owner to make you a List Admin as well (see How to share lists in Affinity).
Professional and Premium Tiers
| Standard | Admin | |
| Deactivate/Reactivate a user | X | |
| Access Billing Settings/Payment Methods | X | |
| Access to Duplicate Management center | 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 | |
| Create a new list | X | X |
| Create a new person, organization, or opportunity | X | X |
| Export All People / All Organizations directories | X | X |
| Sync your email accounts | X | X |
| Set your personal privacy settings | X | X |
Enterprise Tier
| Standard | Admin | Enterprise Admin | |
| Enterprise Permissions | X | ||
| Set team member's user type | X | ||
| Create/Delete/Rename global fields | X | ||
| Create/Edit dropdown options for global fields | X | ||
| Export all your team's notes | X | ||
| Invite a user | X | ||
| Deactivate/Reactivate a user | X | ||
| Access Billing Settings/Payment Methods | X | X | |
| Access to Duplicate Management center | X | X | |
| Access to Integrations tab | 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 |
| Create a new person, organization, or opportunity | X | X | X |
| Sync your email accounts | X | X | X |
| Set your personal privacy settings | Depends* | Depends* | Depends* |
*If the Enterprise Admin sets Synced Emails & Meetings to be shared within Teams only, then only the Enterprise Admin will be able to set everyone's personal privacy settings. On the other hand, if the Enterprise Admin sets Synced Emails & Meetings to be shared amongst Everyone, then the users themselves will be able to set their own personal privacy settings.
How to change user type at the account level
- Click on Settings on the left-side of your screen.
- Click Users and Permissions, then select the dropdown and select user type (Admin or Standard) 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 Standard or Admin.
For the Enterprise Tier, an Enterprise Admin will not be able to make another user an Enterprise Admin. Please contact support@affinity.co or your Affinity representative to do so.