User Permissions
You set up an account on TruConversion as an Account Owner (Unless you are invited to join a Account). You will also be able to invite your colleagues and clients to the Accounts you add.
Whenever you invite somebody to your Account, you can choose to set them to Admin, Editor or Viewer.
The table below explains the differences between roles:
| Action | Viewer | Editor | Admin | Account Owner |
|---|---|---|---|---|
| View Items & Reports | YES | YES | YES | YES |
| Create Items | – | YES | YES | YES |
| Enable & Disable Items | – | YES | YES | YES |
| Edit / Alter Items | – | YES | YES | YES |
| Share Items | – | YES | YES | YES |
| Delete Items | – | YES | YES | YES |
| Add / Delete Sites | – | – | YES | YES |
| Add / Delete Users | – | – | – | YES |
| Manage IP Blocking | – | – | – | YES |
| Add / Delete Organizations | – | – | – | YES |
| Alter Account Settings | – | – | – | YES |
| Manage Plans & Billing | – | – | – | YES |
Here is a video of this article::
How To Edit User Permissions