Creating Roles for restricted admin access is only available for Premium plans. However, if you're using Essentials or Professional, you can also purchase them as an add-on.

You can create new roles to restrict access to modules on the admin panel. You can limit access to adding, importing, exporting, deleting, or updating contacts, as well as disable access to other modules such as email, membership, events, etc.

Roles allow you to create restrictive admin access for your team members. Instead of giving every admin full access to your dashboard, you can assign specific permissions and limit what each person can view or manage. This helps you maintain control and security while still collaborating with others.

If you’re on the Premium plan, you automatically receive 10 roles free of charge. These roles can be customized and assigned to your admins as needed.

Need more than 10 roles? No problem! Roles are also available as an add-on, so you can purchase additional roles beyond what’s included in your plan.

Keep in mind that admin seats and roles serve different purposes:

This means you can control both the number of admins (via seats) and their level of access (via roles).

Here is a short video on creating roles:

Go to Settings

Go to the Admin panel and click on Settings.

Add Roles

Click on Roles.

Click Add on the Roles page.

Decide which modules you want to give access to. You can choose some specific modules such as Events, Social Network, and/or Contacts.

For the Contacts module, you can also add more restrictions, such as allowing the restricted admin to add/delete/edit accounts.

Click Save.

Your role has been created!

Now it is time to decide on adding the roles you created earlier to other contacts.

Here is the video of adding the roles you created earlier:

Go to Contacts.

Choose the contact to whom you will be given restricted access. Then click on settings.

You can see their Roles from there. Click on add.

Choose the role and click on save.

Now, you've successfully added the role!