Create a User Role

By default, a Master Account has an Administrator user role and Accounts have Standard and Administrator user roles.

1Log into your WhatConverts Master Account. Click the "Master Account" icon. Select "Roles".

2Select either "Master Account User Roles" or "Account User Roles" to create User Roles for the different types of Users. Click "+ Add Master Account User Role to add a new user role for Master Account Users. Click "+ Add Account User Role" to add a new user role for Account users.

3Give the User Role a name. Click "Next Step". Select "Yes" or "No" if this user role will receive lead notifications, then click "Next Step".

Under Set permissions for this role select the access the role should have. You can select the following:

• Edit: Gives the user the ability to view and edit the specified section.
• View: Gives the user Read Only access to the specified section.
• None: The user will have no access to the specified section.

In the example below, the Account User Role will only have View access to the Leads in the Profile(s) in their account. They do not have permission to edit any leads or lead details and do not have access to view the integrations, settings or tracking sections of their account.

Click "Finish".

Set a User Role

1Log into your WhatConverts Master Account. Click the "Master Account" icon. Select "Users".

2Locate the Master Account or Account user you would like to assign a User Role to. Click the "Pencil" icon in the row with their email address to edit their user settings.

3In the Role drop-down menu, select the "User Role" you would like to assign to the user. Click "Finish".

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