Purpose:  To explain how to manage permissions for your team and allow them to gain access to Kizen. Demonstrate how to create login access for your Team Members, organize Team Members by groups to assist with automations and Team Associations, and control which permissions Team Members are granted 

Product Overview

The Team, Roles, & Permissions section of your account allows you to manage your Team Member's access to Kizen. Here you can create login access for your Team Members, organize Team Members by groups to assist with automations and Team Associations, and control which permissions Team Members are granted.

Roles allow you to manage Team Members and their permission group(s). Creating various roles allows you to quickly add team members to Kizen and automatically assign them permission group(s). Roles can also assist in automations and associating Team Members together.

Best Practices: We recommend that you start by setting roles and permission groups, before proceeding to add individual team members

Key Features

Feature : Assigning Roles

These are typically the 4 user role names created for the application: 

1. Agent - Administrator

2. Agent - All Contacts Access

3. Agent - Limited Contacts Access

4. Admin - This is the default Admin role in the business. The Pinnacle integration user will be this role.

Please see below for each individual role and its permissions.

1. Agent - Administrator:

Attention: Agent - Administrator should be the default choice unless dealing with an agency putting agents all in the same account

2. Agent - All Contacts Access:

3. Agent - Limited Contacts Access:

4. Admin: