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Setting User Roles and Permissions

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