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Documentation Index

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Reference — lookup information.
Depending on your Affinity subscription tier, you will have different account roles and different permissions for each account role.

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Overview

  • What account roles are available for each subscription tier?
  • How to find your account role and view permissions for each role
  • What permissions can the Enterprise Admin change? (Enterprise only)
  • Important Callouts

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What account roles are available for each subscription tier?

  • Essential, Scale, and Advanced tiers have 2 account roles: Admin and Standard
  • The Enterprise tier has 3 account roles: Enterprise Admin, Admin, and Standard Note: Being an Admin at the account level does not automatically make you a List Admin for the 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).

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How to find your account role and view permissions for each role

  1. To find out your account role, click on Settings.
  1. Click Users and Permissions to see your role under the Account Role column. If you have permission, you can change the account role for each team member accordingly.
  1. To learn more about the different permissions given to each account role, click on the Roles tab.
  1. If you’re an Enterprise Admin on the Enterprise tier, you can also edit certain permissions by clicking Edit Permissions.

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What permissions can the Enterprise Admin change? (Enterprise only)

  1. If you’re an Enterprise Admin on your account, click Edit Permissions to see what permissions can be changed.
  1. These are all the permissions that can be enabled/disabled for Admin and Standard users. Once you’re done making changes, click Save.
Note: Account roles are hierarchical (any permissions given to Standard users will also be given to Admin users by default). 3. If you have feedback on other permissions you’d like to change that aren’t currently editable, please let us know at support@affinity.co.

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Important Callouts

  • Essential, Scale, and Advanced tiers: Only the Admin(s) can set the account role of their team members to Standard or Admin.
  • Enterprise tier: Only the Enterprise Admin(s) can change users’ account roles by default, but they can delegate these permissions to Standard or Admin roles by clicking Edit Permissions.
    • The Enterprise Admin role cannot be assigned to a user in-product. Please contact support@affinity.co or your Affinity representative to do so. For Enterprise Admins on the Enterprise tier:
  • If you remove the permission for Admin and/or Standard users to generate an API key, the following will occur:
    • They can no longer generate an API key (the API tab in Settings will be hidden).
    • All existing API keys attached to each user will be disabled.
  • If you decide to reenable the permission for Admin and/or Standard users to generate an API key, the following will occur:

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Screenshots