📝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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