Admin Vs. User Roles and Permission Scopes
The following is a table outlining permissions of sub-account level roles.
Sub-Account Level User Roles **
**
Quick-Reference Permission Matrix. ** Agency-Only
Sub-Account-Only
Available in Both
Create / Edit / Delete Sub-Accounts
Pipelines & Opportunities
User Management (Admins can add/edit users within their level)
Manage SaaS Mode & Reselling
Workflows / Campaigns
Dashboard Reporting
Global Integrations (Mailgun, Twilio Rebilling, Google API, etc.)
Calendars & Appointment Settings
Media Library
Snapshot Management
Conversations (SMS, Email, Chat)
Audit Logs
Agency-Level Billing & Branding
Contact Management & Smart Lists
Agency Settings (Company Info, Rebilling Settings)
Reputation Management
White-Label Settings (Custom Domains, Logos, Colors)
Funnel & Website Builder
Note: If a permission is not listed, assume it inherits the broader role’s default capabilities at its respective level. Admins can change the role of a particular user by going to Settings > My Staff > Edit (pencil icon) > Scroll to and expand “User Roles”
Agency-Only
Sub-Account-Only
Available in Both
Create / Edit / Delete Sub-Accounts
Pipelines & Opportunities
User Management (Admins can add/edit users within their level)
Manage SaaS Mode & Reselling
Workflows / Campaigns
Dashboard Reporting
Global Integrations (Mailgun, Twilio Rebilling, Google API, etc.)
Calendars & Appointment Settings
Media Library
Snapshot Management
Conversations (SMS, Email, Chat)
Audit Logs
Agency-Level Billing & Branding
Contact Management & Smart Lists
Agency Settings (Company Info, Rebilling Settings)
Reputation Management
White-Label Settings (Custom Domains, Logos, Colors)
Funnel & Website Builder
**
Frequently Asked Questions
Q. If a permission is available at both Agency and Sub-Account levels, does the Agency Admin override Sub-Account Admins? Yes. Agency Admins hold global authority. For permissions like user management, reporting, or media library, Agency Admin actions apply across all sub-accounts, while Sub-Account Admins manage only within their assigned sub-account. Q. What happens if a user is added at the Agency level and then also given access to a Sub-Account? The user will have two role scopes: agency-wide access from their Agency role, plus sub-account-specific access from their Sub-Account role. Permissions don’t cancel out—they stack, with the broader Agency permissions always taking precedence. **Q. Do all Agency Admins have “Login As”?**No. “Login As” is controlled by the Enable Login As permission at the agency level. If it’s disabled for an admin, the Login As option is hidden for that user. Was this article helpful? That’s Great! Thank you for your feedback Sorry! We couldn’t be helpful Thank you for your feedback Feedback sent We appreciate your effort and will try to fix the article