Manage User Roles and Permissions

Manage access to the Dashboard, Dealboard, and account settings by assigning Admin, Manager, or User roles to your team members.

June 1, 2026

Table of Contents

• Administrator
• Manager
• User
• Visibility & Access Logic
• How to toggle data restriction

When you add people to GetAccept, you assign them a specific role. These roles determine which features they can use and whether they can see documents sent by their colleagues.

Administrator

Administrators have full access across the entire account and all entities.

• Platform Access: Full visibility of the Dashboard, Dealboard, Documents, Contracts, and Content Library.
• Settings: Access to all global settings including branding, integrations, security, and advanced features.
• Document Visibility: Can view and manage all documents and contacts across the organization, regardless of the Restrict Access setting.
• Content Library: Full rights to create, edit, publish, and delete all templates and Content Library items.
• Reports: See all users, teams, and report tabs.
• User Management: Can add or remove users, assign roles, and manage team structures.

Manager

Managers typically oversee specific teams (e.g., "Sales Team").

• Platform Access: Access to the Dashboard, Dealboard, Documents, Contracts, and Content Library.
• Settings: Limited access. Managers can manage their own profile, achievements, messages, and team-specific reminders.
• Document Visibility (Without Restrict Access): Default view is Show Team, but Managers can filter by any team or user across the entity on Dealboard and Documents. Contracts are visible by default.
• Document Visibility (With Restrict Access): Limited to Show Mine and Show Team on Dealboard and Documents. Managers cannot filter to any other team. On Contracts, filtering is restricted to their own team.
• Content Library: Can edit their own content, content from users within their team, and content from admins. Cannot edit content from users in other teams.
• Reports: Without Restrict Access, see all users and teams. With Restrict Access, see Summary, Hit Rate, and Activity reports within their team only.

Note: Users and Managers can only belong to one specific team.

User

Users are the standard role for most individual contributors.

• Platform Access: Access to the Dashboard, Dealboard, Documents, Contracts, and Content Library.
• Settings: Access to their personal profile settings only. No access to global or team settings.
• Document Visibility (Without Restrict Access): Default view is Show Team, but Users can filter to any team or user on Dealboard and Documents. Contracts are visible by default. This means Users can see documents from Managers and Admins when Restrict Access is off.
• Document Visibility (With Restrict Access): Only their own documents and contracts are visible. No filter option to see other users' data.
• Content Library: Can edit only their own content but can see all content in the library.
• Reports: Without Restrict Access, see Summary, Hit Rate, and Activity reports for all users and teams. With Restrict Access, see their own only.

Visibility & Access Logic

The tables below show what each role can see and do across the main areas of GetAccept, in both states of the Restrict Access setting.

Without "Restrict access to other users' data" enabled

With "Restrict access to other users' data" enabled

How to toggle data restriction

You can change these privacy levels at any time in your security settings to control how data is shared between roles.

1. Go to Settings.

2. Select Security.

3. Find Restrict access to other users' data and toggle it on or off.

Note: If you enable Restrict Access, Users will no longer be able to see or search for documents sent by their teammates on the Dealboard or Documents tab.