Levels of User Permissions

There are currently three different levels of view permissions:

Here is a brief description of what each permission setting means and what restrictions it comes with:

Admin - Allows users to access all platform features, including Settings, Users & Permissions tabs and Reports.

Member - Provides users with access to basic platform features, including Collections Tasks. Access to Settings and Users & Permissions is restricted. You can grant access to other features—like Workflows, Bulk Communications, Templates, Reconciliation, and Reporting—individually. See the respective user permissions articles for setup instructions.

Viewer - Users can view basic platform features, including Collector Tasks, but can’t send or edit any communications. Access to other features needs to be enabled separately. See the respective user permissions articles for setup instructions.