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How access works

Access to accounts is controlled by three factors:
  1. Your Role — Determines what actions you can perform
  2. Your Group — Determines which accounts you can see
  3. Direct Assignment — You always see accounts assigned to you

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Understanding groups

Groups represent your organizational structure — teams, shifts, departments, etc. 
Agency (top level)
├── Team A
│   ├── Shift Morning
│   └── Shift Evening
└── Team B
    └── Shift Night

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What you see based on your position

Your PositionWhat You See
Owner/AdminAll accounts in the agency
Team ManagerAccounts in your team and all sub-teams
Shift LeadAccounts in your shift
ChatterOnly accounts directly assigned to you

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Columns in the table

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Employees column

Shows which team members have access to this account.
  • Displays names of assigned employees
  • Hover to see the full list
  • Shows “None” if no one is assigned

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Groups column

Shows the organizational path for this account.
  • Displays groups from most specific to top level
  • Shows arrows indicating the hierarchy
  • Hover to see the complete structure

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Common scenarios

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”I can’t see an account I need”

You might not have access. Ask your manager to:
  • Assign you directly to that account, or
  • Move you to a group that has access

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”I can see the account but can’t edit it”

You have view access but not edit permission. Contact your admin if you need to make changes.

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”A team member can’t see accounts I assigned”

Check that they’re in the right group. Employees only see accounts based on their group position.

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Access levels summary

RoleCan ViewCan AddCan EditCan Assign Proxy
OwnerAllYesYesYes
AdminAllYesYesYes
ManagerTeam accountsYesYesVaries
ChatterAssigned onlyNoNoNo
Actual permissions may vary based on your agency’s configuration.