This setting can only be edited by an admin.
When you create an account with GetAccept, you are automatically made an administrator of it. However, when you add more people to the account, you will be able to determine the user role they will be assigned.
The different user roles each have access to different settings and documents in the platform.
What is an Administrator, Manager, and User?
Administrator
Administrators have full access across the entity:
Settings: Branding, integrations, template creation, security settings, and advanced features.
Documents: Access to all documents and contacts across the entity, even if marked as private.
Content Library: Full rights to create, edit, publish, and delete templates and other content.
User Management: Can add/remove users, assign roles, and manage teams.
Manager
Managers are typically used when you have multiple teams within an entity (e.g., Sales vs. Marketing, or different offices).
Settings: Access to their own profile, achievements, limited integrations, default document settings, messages, reminders, and notifications.
Documents:
With Restrict Access disabled: Can access documents and contacts across all teams.
With Restrict Access enabled: Only sees documents created within their own team.
Content Library:
Cannot edit templates/content marked as “Admin only.”
User
Users are the default role for most team members.
Settings: Access to personal profile
Documents:
With Restrict Access disabled: Can see their own and their team’s documents (not Admin/Manager documents).
With Restrict Access enabled: Only see their own documents.
Content Library:
Can use templates and other shared content when sending documents.
Cannot edit templates or campaigns created by others.
Can create personal templates for their own use.
User roles explained with or without restrict other users data
Role | Teams | Without "Restrict Access" | With "Restrict Access" |
Admin | One | Access to all settings, see all users & all documents regardless of team setup | Access to all settings, see all users & all documents regardless of team setup |
Manager | One | Limited Access to settings
Access to teams created on the entity (ex, team one and two) and all documents within these teams of the entity | Limited access to settings
Only access to the team the Manager belongs to + all documents sent within this team |
User | Two | Access to other users (but not admin or managers documents) documents within the team the user belongs to. In this case team two's documents.
No access to settings | The user only has access to their own documents and cannot see documents within the team. In this case team two's documents. |
Restrict other users data
Enable Restrict access to other users data in Settings --> Security.
