Sub-Account Level User Roles

The platform defines role permissions across two organizational levels with distinct capabilities.

Permission Matrix Overview

Agency-Only Permissions:

• "Create / Edit / Delete Sub-Accounts"
• "Manage SaaS Mode & Reselling"
• "Agency-Level Billing & Branding"
• "Agency Settings (Company Info, Rebilling Settings)"
• "White-Label Settings (Custom Domains, Logos, Colors)"

Sub-Account-Only Permissions:

• "Pipelines & Opportunities"
• "Workflows / Campaigns"
• "Calendars & Appointment Settings"
• "Snapshot Management"
• "Reputation Management"

Available in Both Levels:

• User Management (admins manage users within their level)
• Dashboard Reporting
• Global Integrations
• Media Library