Here are the functions that Admins and Agents can do:
| Functions | Admin | Agents |
|---|---|---|
| Menu Option: People | ||
| Creating Other Admins/Agents | X | |
| Updating information of Admins and Agents | X | |
| Creating customers: | ||
| Assign customers to any agent or admin | X | |
| Customers created will be assigned only to themselves | X | |
| Importing Customers via 'Import from CSV file' | X | |
| Import on behalf of other agents | X | |
| Menu Option: Content | ||
| Create | X | X |
| Update/Edit | X Except Default Content |
X Just Own Content |
| Delete | X | X Own Content |
| Design (Need HTML Knowledge) | ||
| Create | X | X |
| Update/Edit | X Except Default Content |
X Own Content |
| Delete | X | X Own Content |
| Custom Database | ||
| Create | X | |
| Update/Edit | X Own Data |
|
| Publish To Site | X | X |
| Handlers | ||
| Create, Update/Edit | X Contact Travelsavers Admin |
|
| File Manager | ||
| Create | X | X |
| Delete | X | X |
| Snippets | ||
| Create | X | X |
| Update/Edit | X | X Own Snippets |
| Delete | X | X Own Snippets |
| Menu Option: Marketing | ||
| Leads Visible for all | ||
| Create | X | X |
| Update/Edit | X | X |
| Delete | X | X |
| Assign Lead | X | |
| Quotes | ||
| Create | X | X |
| Update/Edit | X | X Own Quotes |
| Delete | X | X Own Quotes |
| Landing Pages (offers) | ||
| Create | X | X |
| Update/Edit | X Except Default Offers |
X Own Offers |
| Delete | X Except Default Offers |
X Own Offers |
| Menu Option: Settings | X Only Admins |
Last updated 10 months ago