Understanding Account Roles: Owner, Admin, Member

Refer2u Business Accounts have three role levels with different permissions.

Owner

Who: Account creator or assigned owners

Permissions:

• Full account control
• Add/remove any members
• Change account settings
• Delete account
• Assign Owner role to others
• Manage all account data

When to Use:

• Company founders
• Authorised account creators
• Senior leadership

Admin

Who: Trusted team members with management responsibilities

Permissions:

• Add/remove members (except Owners)
• Approve/reject access requests
• View and edit all account data
• Manage account settings (limited)
• Cannot delete account
• Cannot change account ownership

When to Use:

• Team leads
• Department managers
• Operations staff
• IT administrators

Member

Who: Regular employees who need account access

Permissions:

• View and edit contacts
• Create opportunities
• View account data
• Cannot invite members
• Cannot change account settings
• Cannot manage other members

When to Use:

• Sales team members
• Marketing staff
• Customer success team
• Any employee needing access

Role Hierarchy

Owner > Admin > Member

Higher roles can manage lower roles, but not vice versa.

Changing Roles

• Only Owners can assign Owner role
• Owners and Admins can assign Admin role
• Owners and Admins can assign Member role
• Members cannot change roles

Best Practices

• Limit Owners to 1-2 people
• Use Admin role sparingly
• Most employees should be Members
• Regularly review role assignments
• Remove elevated roles when no longer needed