User Roles

The 3 User Roles in your Account

There are three types of user roles in any Highrise account.

1. The Account Owner

There can be only one Account Owner for each Highrise account. This is usually the person who first signed up or created the Highrise account.

What the Account Owner can do:

• Access the account page
• Upgrade, downgrade, cancel, or change billing information
• Transfer the account ownership
• Invite users
• Grant admin and export rights to other users
• Add custom fields, contacts, cases, deals, and tasks
• Edit any contacts, notes, tasks, deals, and cases
• Set up shared email connections
• Create email templates
• Can create groups
• Can dismiss Good morning items
• Can see largest files and storage used
• Can merge duplicate contacts
• Send Broadcast bulk emails

2. Admins

You can have multiple admins in a Highrise account.

What admins can and cannot do:

• Invite users
• Grant admin and export rights to other users
• Add custom fields, contacts, cases, deals, and tasks
• Edit any contacts, notes, tasks, deals, and cases
• Can merge duplicate contacts
• Create email templates
• Can create groups
• Can dismiss Good morning items
• Can send Broadcast bulk emails
• Cannot access account page
• Cannot upgrade, downgrade, cancel, or change billing information
• Cannot export data unless they are granted export rights by the Account Owner

3. Users

This is the default role when a new person is added to the account.

What users can and cannot do:

• Add/edit contacts, cases, deals, and tasks
• Create email templates
• Can dismiss Good morning items
• Can send Broadcast bulk emails
• Can only merge duplicate contacts if they added the contacts
• Cannot export data unless they are granted export rights by an admin or the Account Owner
• Cannot create groups
• Cannot create custom fields
• Cannot edit notes/emails or delete contacts added by others
• Cannot invite users or view any account information

How do you know if you're an Account Owner, Admin, or User?

In the right hand corner of your account, you will find an  Account & settings link. If you do not see this link, you're not the Account Owner.

Admins and users will find a  Settings link in the right corner of the account. The amount of options listed under the Settings link indicates which role you have in the account.

Admins have options for:  My Info, Templates, Users, Groups, Custom Fields, Logo and Display, and Referrals.

Users only have options for:  My Info, Templates, and Referrals.

Next article: Invite a New User