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 access to all the settings within the platform, including branding, integrations, and template creation. They also have access to all the documents and contacts stored on the entity, even if they are marked as private.
Manager
Managers are primarily used when you have different teams within an entity, for example, a San Francisco office and Los Angeles office or the Sales department and Marketing department.
The managers will have access to all the documents and contacts that are created by the team.
In the settings, they will have access to their profile, achievements, limited integrations, default document settings, messages, reminders, and notifications for their team.
Users
Users have access to their own and other users' documents dependent on if restrict access is enabled or not.
They have also access to personal settings, such as their profile, achievements, and simple Twilio integration to enable the connect-to-call button in the documents they send.
If they create documents and make them private, they will not be able to be viewed by other users, but the admin of the entity will still be able to access them.
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.
