Setting User Roles and Permissions

By default, Master Accounts include the Administrator role, while Accounts include both Standard and Administrator roles. In this guide, we'll walk you through creating new user roles and assigning them to users.

How to Create a New User Role

1In your WhatConverts account, click the Master Account Settings icon, then select Users.

2Under the Users section, click Master Account Users or Account Users, then click the Add Role button.

3On the next page, give the role a name, configure the email notifications, and click Continue.

4Choose a permission level:

• Full Access – Users can view and edit information.
• View Only – Users can view but cannot edit information.
• Custom – Assign access levels to different information.

5If you select Custom, you can configure access levels for each section of your account. For the Leads section, an additional access level is available:

Edit – Custom, which includes:

• Customize Visible Columns
• Customize Sorting Preferences
• Customize Filtering Preferences
• Customize Lead Management
• Customize Lead Attribution

In the example below, the Role has Edit - Custom access to Leads. Per the settings, the user can only see specific columns when they log in to their account and will not be able to edit them. They also won't be able to export leads and must view them using the first-click attribution model.

6Once you’ve selected the role's permissions, click Create Role.

How to Assign a Role to a User

1In your WhatConverts account, click the Master Account Settings icon, then select Users.

2Under the Users section, click Master Account Users or Account Users.
3Find the user you want to assign a role to, then click the Pencil icon next to their email address.

For Master Accounts Users:

4On the next page, select a role from the Role drop-down menu and click Continue.

5Continue through the following pages, then click Save User.

For Account Users:

4On the next page, select Custom, then choose a role from the Role drop-down menu.

5Click Save User.

If you have any questions, please contact WhatConverts Support or email support@whatconverts.com