Create a Custom User Role

In WhatConverts, you can create Custom User Roles and assign them to users at either the Master Account or Account level:

• Master Account Roles apply to Master Account Users.
• Account Roles apply only to Account Users.

Learn more in What is a User Role?

Add a Custom Role

To create a new Custom Role:

1. Open the Master Account Settings. Select "Users"
2. Under Users, select "Master Account Users" (for Master Account Roles) or Account Users (for Account Roles).
3. Click "+ Add Role".
4. Enter a Role Name and configure Email Notifications. Click "Continue".
5. Select a Permission Level:
   • Full Access: Users can view and edit information.
   • View Only: Users can view but not edit information.
   • Custom: Define access levels for each section.
6. If you choose "Custom", configure permissions for each section. For Leads, you can set "Edit - Custom" options such as:
   • Customize Visible Columns
   • Customize Sorting Preferences
   • Customize Filtering Preferences
   • Customize Lead Management
   • Customize Lead Attribution
7. Once you've set permissions, click "Create Role".