Memba CRM
  • 👋Welcome to Memba
  • Overview
    • What is Memba CRM?
    • Users & Permissions
    • Core Features
      • Smart Groups
      • Member Forums
      • Document Manager
      • Messaging
      • News
      • Events
      • Reports
      • Integrations
      • Membership Plans
      • Subscriptions
  • Fundamentals
    • 🛠️Getting set up
      • 📝User types
      • 🧑Batch uploading members
  • How To Videos
    • 🧑Importing Members
    • 📅Creating An Event
  • Use Cases
    • 🎨For Charities
    • 🖥️For Business Groups & Clubs
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  1. Fundamentals
  2. Getting set up

User types

With Memba CRM there are five types of user: the account owner, administrators, lead members, members and associate members. The table below explains a little more about each type.

Heads up: The account owner has full control over all settings and configuration options. Admins have the permissions to do most day-to-day management tasks and lead members have limited control over members from their own organisation.

Permission levels

There are 5 types of permission levels in Memba CRM.

Role
Capabilities

Owner

Has all complete account access and all privileges

Admin

Can add and manage all members and configure the portal

Lead Member

Can add and manage members of the same company

Member

Can manage their own profile and respond to message, forum posts and other options that you set for them

Associate

Has limited viewing permissions which you can determine

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Last updated 2 years ago

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