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What user roles are available?

When adding a new user/staff member, they can be given one of three roles:

  • Administrator: Admins have access to all aspects of your account. They can edit all forms, create new forms and sequences, manage billing, and manage organization details.
  • Manager: Managers can do everything admins can, with two exceptions. They do not have access to subscription/billing information and they cannot request to delete/cancel the account.
  • Staff: Staff can view responses and contacts assigned to them. They cannot access sequences, forms, or other contacts or responses not assigned to them. They also do not have access to organizational details.