Add team members as users to your Ontraport account and give them specific roles and permissions.
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Feature updates: Since this video was produced, you can now create new relationships between users and other objects, allowing you to keep track of multiple relationships between a contact and your team.
Learn how to set up custom relationships between objects and users in this article.
Learn how to set up custom relationships between objects and users in this article.
Home > Getting started > Set up > Adding users + setting permissions
Adding users + setting permissions
Course Instructor
- The value of setting different roles and permissions
- How to create roles and assign permissions
- How to assign a user to a role
- How to change users’ passwords
- How to set up the special field section permissions
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Transcript
In this video, I’ll go over adding team members as users to your account and setting up team roles and permissions.
Ontraport lets you invite team members to your account so they can work with you on your business. But you can limit what they can and can’t view or edit. You can have total control of your account.
Let’s say you have a veterinary clinic and you want your team to have access to your tasks and contact records — but not automations or pages. Using this example for our lesson, I’ll show you how to:
Create roles and assign permissions
Create and assign a user to a role, and
Use the special field section permissions
Let’s get started!
So first, let’s Create roles and assign permissions.
Go to your profile icon in the upper right-hand corner and click “Administration.”
Then go to the “User Management” tab and click on “Team Roles & Permission Management.”
Notice we’ve already created several roles for you, like “Account Owner,” “Sales” and “Marketing.” Each of these has typical permission settings that you can edit whenever you want.
But you also get to create new roles, which we’ll do now.
Let’s say you want to create a new role for “Vet Tech.”
Click on “+ New Role.” You’ll need to share some info about your new role, so let’s go through them:
“Role” - This is the name of the role. Using our example, I’m going to put in “Vet Tech.”
“Role Manager” - This is the person with oversight of your new role. Select “Account Owner” from the dropdown and that’ll make you the person responsible for this role.
We won’t go through all the sections on this page, but we’ll just do a few more as examples for our new “Vet Tech” role.
“Can view contacts” gives you a dropdown of options including “All,” “Owned By Me and my Roles,” “Owned By Me and My Subordinates” and “Owned By Me.”
Remember that “me” in this context is the vet tech, not you the administrator.
Also, each of your contacts is assigned a contact owner. This option lets you say whether you want your individual vet techs to see all your contacts or only some of them.
“Can set tasks” - Set this to “Yes” because you’ll want your vet clinic team members to set their own follow-up tasks.
“Can Export Lists” - Set this to “No” because I can’t think of a good reason why your team should be able to export contact data from Ontraport. Frankly, I’d see this as a sign of something shady.
Let’s go down to the “Task Manager.” Leave all of these options marked as “Yes,” with the exception of “Can Cancel.” I’d suggest keeping your team members in control of the tasks since that’s the main feature your vet clinic team will be using in Ontraport.
“Administrator Tools” - I’m going to turn all these off because there’s no reason a vet tech needs to be messing with your administrator tools.
When you’ve done all this, click “Save” in the upper right corner.
Obviously, you’ll spend a little more time on this screen but for the sake of getting you all set up, let’s move on.
Now that this new role exists, let’s Create and assign a user to the role.
Start by going over the profile icon again and clicking “Manage Users” in the dropdown. Here, you’ll see yourself listed as the administrator.
Click “+ New User”. This will show you all the options associated with your new user, starting with their basic contact info.
You’ll be asked for more specific information below the “Contact Information” section:
Here’s “Email ‘From’ Name” - This is the name that appears in emails that will come from this user. Let’s put “Sam Smith” here.
“Reply To Email” - This is the inbox your contacts’ email replies will go to.
Scroll down to “User Details” to set your user’s role. I’ll set this to your new “Vet Tech” role.
You can also set their manager and language settings here if you wish.
Now let’s talk passwords. If someone on your team loses their password, you can change it to a temporary one so they can get back into the account here.
Scroll to “User Permission Exceptions.” We just discussed the permissions assigned to roles — in our case, the “Vet Tech” role.
When you want a user to have permissions different than their assigned role would typically have, set up “User Permission Exceptions.”
Let’s say you have a vet tech team manager. You'll probably want them to be part of the attendant role — but with some individualized exceptions. This is more efficient than having to create a whole new attendant manager role just for them.
Scroll down again to “Authorized IP Addresses.” This is a series of IP addresses your user has accessed your account from and marked as authorized. This way, you can always see where users are logging in from.
The last thing we’ll go over is Special field section permissions, which are a set of permissions for roles within a contact record.
Head to the Field Editor. You’ll see all your sections and fields. You’ll learn more about each of these in our “Customize your contact records” video.
Next to each section’s header, there’s a button on the right for “Permissions.”
Clicking this shows you a screen where you can edit a role’s ability to access a specific section of fields. This is powerful stuff. Rather than locking them out of the records entirely, you can just make the fields that are relevant to them accessible.
So, for the vet clinic team example, you’d probably want them to see their contacts, leads and purchase information. But you might not want them to access something like system information or memberships.
Click the “Permissions” button for each section and simply select whether the role can view and edit them.
If you let them view each section, they’ll only be able to see the data in each field.
If you let them edit, they can change the data in these sections. This can be valuable if, for example, you have fields designed for note-taking during an animal care session with a client.
And that’s all there is to it! We’ve just created an “Vet Tech” role and set the permissions for it in Ontraport.
We also created an “Vet Clinic” team user and assigned it to our new role.
Now, your Ontraport account is the hub of communication for your entire business and a place for your team members to get meaningful work done!
Ontraport lets you invite team members to your account so they can work with you on your business. But you can limit what they can and can’t view or edit. You can have total control of your account.
Let’s say you have a veterinary clinic and you want your team to have access to your tasks and contact records — but not automations or pages. Using this example for our lesson, I’ll show you how to:
Create roles and assign permissions
Create and assign a user to a role, and
Use the special field section permissions
Let’s get started!
So first, let’s Create roles and assign permissions.
Go to your profile icon in the upper right-hand corner and click “Administration.”
Then go to the “User Management” tab and click on “Team Roles & Permission Management.”
Notice we’ve already created several roles for you, like “Account Owner,” “Sales” and “Marketing.” Each of these has typical permission settings that you can edit whenever you want.
But you also get to create new roles, which we’ll do now.
Let’s say you want to create a new role for “Vet Tech.”
Click on “+ New Role.” You’ll need to share some info about your new role, so let’s go through them:
“Role” - This is the name of the role. Using our example, I’m going to put in “Vet Tech.”
“Role Manager” - This is the person with oversight of your new role. Select “Account Owner” from the dropdown and that’ll make you the person responsible for this role.
We won’t go through all the sections on this page, but we’ll just do a few more as examples for our new “Vet Tech” role.
“Can view contacts” gives you a dropdown of options including “All,” “Owned By Me and my Roles,” “Owned By Me and My Subordinates” and “Owned By Me.”
Remember that “me” in this context is the vet tech, not you the administrator.
Also, each of your contacts is assigned a contact owner. This option lets you say whether you want your individual vet techs to see all your contacts or only some of them.
“Can set tasks” - Set this to “Yes” because you’ll want your vet clinic team members to set their own follow-up tasks.
“Can Export Lists” - Set this to “No” because I can’t think of a good reason why your team should be able to export contact data from Ontraport. Frankly, I’d see this as a sign of something shady.
Let’s go down to the “Task Manager.” Leave all of these options marked as “Yes,” with the exception of “Can Cancel.” I’d suggest keeping your team members in control of the tasks since that’s the main feature your vet clinic team will be using in Ontraport.
“Administrator Tools” - I’m going to turn all these off because there’s no reason a vet tech needs to be messing with your administrator tools.
When you’ve done all this, click “Save” in the upper right corner.
Obviously, you’ll spend a little more time on this screen but for the sake of getting you all set up, let’s move on.
Now that this new role exists, let’s Create and assign a user to the role.
Start by going over the profile icon again and clicking “Manage Users” in the dropdown. Here, you’ll see yourself listed as the administrator.
Click “+ New User”. This will show you all the options associated with your new user, starting with their basic contact info.
You’ll be asked for more specific information below the “Contact Information” section:
Here’s “Email ‘From’ Name” - This is the name that appears in emails that will come from this user. Let’s put “Sam Smith” here.
“Reply To Email” - This is the inbox your contacts’ email replies will go to.
Scroll down to “User Details” to set your user’s role. I’ll set this to your new “Vet Tech” role.
You can also set their manager and language settings here if you wish.
Now let’s talk passwords. If someone on your team loses their password, you can change it to a temporary one so they can get back into the account here.
Scroll to “User Permission Exceptions.” We just discussed the permissions assigned to roles — in our case, the “Vet Tech” role.
When you want a user to have permissions different than their assigned role would typically have, set up “User Permission Exceptions.”
Let’s say you have a vet tech team manager. You'll probably want them to be part of the attendant role — but with some individualized exceptions. This is more efficient than having to create a whole new attendant manager role just for them.
Scroll down again to “Authorized IP Addresses.” This is a series of IP addresses your user has accessed your account from and marked as authorized. This way, you can always see where users are logging in from.
The last thing we’ll go over is Special field section permissions, which are a set of permissions for roles within a contact record.
Head to the Field Editor. You’ll see all your sections and fields. You’ll learn more about each of these in our “Customize your contact records” video.
Next to each section’s header, there’s a button on the right for “Permissions.”
Clicking this shows you a screen where you can edit a role’s ability to access a specific section of fields. This is powerful stuff. Rather than locking them out of the records entirely, you can just make the fields that are relevant to them accessible.
So, for the vet clinic team example, you’d probably want them to see their contacts, leads and purchase information. But you might not want them to access something like system information or memberships.
Click the “Permissions” button for each section and simply select whether the role can view and edit them.
If you let them view each section, they’ll only be able to see the data in each field.
If you let them edit, they can change the data in these sections. This can be valuable if, for example, you have fields designed for note-taking during an animal care session with a client.
And that’s all there is to it! We’ve just created an “Vet Tech” role and set the permissions for it in Ontraport.
We also created an “Vet Clinic” team user and assigned it to our new role.
Now, your Ontraport account is the hub of communication for your entire business and a place for your team members to get meaningful work done!
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