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.