When you add people to GetAccept, you assign them a specific role. These roles determine which features they can use and whether they can see documents sent by their colleagues.
Administrator
Administrators have full access across the entire account and all entities.
Platform Access: Full visibility of the Dashboard, Dealboard, Documents, Contracts, and Content Library.
Settings: Access to all global settings including branding, integrations, security, and advanced features.
Documents: Can view and manage all documents and contacts across the organization, including those marked as private.
Content: Full rights to create, edit, publish, and delete all templates and Content Library items.
User Management: Can add or remove users, assign roles, and manage team structures.
Manager
Managers typically oversee specific teams (e.g., "Sales Team").
Platform Access: Access to the Dashboard, Dealboard, and Documents for their assigned teams.
Settings: Limited access to settings. Managers can manage their own profile, achievements, messages, and team-specific reminders.
Document Visibility (Without Restrict Access): Managers can see documents and contacts across all teams on the entity.
Document Visibility (With Restrict Access): Managers only see documents and data for the specific team they belong to.
Content Library: Can use and share content but cannot edit templates or campaigns marked as "Admin only."
Note: Users and Managers can only belong to one specific team.
User
Users are the standard role for most individual contributors.
Platform Access: Access to their personal Dashboard and Documents they have sent or received.
Settings: Access to their personal profile settings only. No access to global or team settings.
Document Visibility (Without Restrict Access): Users can see their own documents and documents from other Users within their specific team. They cannot see Manager or Admin documents.
Document Visibility (With Restrict Access): The user only has access to their own documents and cannot see any other data within the team.
Content Library: Can use shared templates and create personal templates for their own use, but cannot edit templates created by others.
Visibility & Access Logic
Role | Settings Access | Without "Restrict Access" | With "Restrict Access" |
Admin | Full Account | See all users & all documents across all teams. | See all users & all documents across all teams. |
Manager | Limited | See documents across all created teams. | See only documents within their assigned team. |
User | Profile Only | See all documents. | See only their own documents. |
How to toggle data restriction
You can change these privacy levels at any time in your security settings to control how data is shared between roles.
Go to Settings.
Select Security.
Find Restrict access to other users' data and toggle it on or off.
Note: If you enable Restrict Access, Users will no longer be able to see or search for documents sent by their teammates on the Dealboard or Documents tab.