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    Help Center Master Accounts

    Setting User Roles and Permissions


    New Dashboard
    Legacy Dashboard

    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".
    User Roles in Master Account Menu

    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.

    Account User Role Lead View Only

    Click "Finish".

    Set a User Role

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

    Select Users in the WhatConverts Dashboard

    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.

    Edit user settings account one

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

    Edit User Access

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

    As a Master Account Administrator, you can create and set User Roles and Permissions for Master Account and Account Users.

    Create a User Role

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

    1From your WhatConverts Dashboard, click "Master Account". Select "Settings" and "User Roles".

    User Roles

    2Click either "+ Add Master Account User Role" or "+ Add Account User Role" to add a new user role to the user type.

    Create New User Roles

    3Give the User Role a name and select "Yes" or "No" if this user role will receive lead notifications. Under User Role Access select the Permission 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 has been named "Lead Detail View Only" and the user(s) 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.

    Lead Detail View Only
    Click "Add User Role".

    Set a User Role

    1From your WhatConverts Dashboard, click "Master Account". Select "Settings" and "Users".

    2Locate the User you would like to assign a User Role to, and click the "gear icon" in the row with their email address.

    Edit an Account User

    3In the Role drop-down menu, select the "User Role" you have created. Click "Update User".

    Assign User Role to User

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