Overview
Your CRM uses user classes to control what each user can access and perform within the system. A user class defines a specific set of permissions that align with organizational roles—such as Sales Rep, Sales Manager, Support, or Administrator.
The system includes several pre-configured user classes to help you get started, but you can also create custom user classes to match your team’s unique workflows and responsibilities.
Each user class belongs to one of three main types:
- Basic
- Advanced
- Administrator
These types determine which permissions are available for an admin to enable or disable when configuring a user class. This structure ensures that each group receives the appropriate level of system access.
User classes help ensure that team members only see the features and data relevant to their roles, supporting security, clarity, and operational efficiency.
This guide will walk you through how to create new user classes and adjust class permissions. At the end of this article, you’ll find a complete table of all permissions and their descriptions for easy reference.
Creating & Managing User Classes
To create a new user class, follow the steps below:
- Navigate to Manage → Users & Groups → User Classes.
- Click Add New User Class.
- In the pop-up window:
- Enter a name for the new user class.
- Choose whether to copy permissions from an existing class or select a user-class type (Basic, Advanced, or Admin) to configure from scratch.
- Click OK to create the class.
You can manage existing user classes using the options in the Actions column.
Available actions include:
- Delete: Removes the class. If users are assigned, you will be prompted to reassign them before deletion.
- Auto Disable: Defines rules to notify and disable users who have not logged in for a specified number of days.
- Edit Name: Renames the user class.
- Permissions: Opens the permissions editor for the class.
Use the search bar at the top of the permissions table to quickly locate permissions or export the full list to Excel.
Editing User Class Permissions
To adjust permissions for an existing user class:
- Locate the class and click Permissions.
- Expand each permissions category and enable or disable individual permissions as needed.
- Click Save Permissions when finished.
Selecting the checkbox on a parent section (e.g., “CRM”) automatically selects all permissions within that section.
Basic, Advanced, and Administrator user class types include different default permission sets. Administrator classes have access to all permissions by default.
When configuring an Administrator class, be sure to set the appropriate management scope: full organization-wide management or group-restricted management.
Hover over any permission's question-mark icon to view a detailed description.
Permissions list
The table below outlines the available user class permissions, along with a short description of what each permission allows.
| Permission | Description | Basic | Advanced | Admin |
| Administration | ||||
| Manage SMS Templates | Access to Manage SMS Templates. | — | ✓ | ✓ |
| Manager Options | For Advanced-type user, enables basic options in Administration page. Admin-type user must have this and "Administrator Options" to see Administration page. | — | ✓ | ✓ |
| Administrator Options | Enables more options in the Administration page. User must have this and "Manager Options" to see Administration page. | — | ✓ | ✓ |
| User Accounts | Add and edit users of any User Class whom they manage. | — | ✓ | ✓ |
| User Accounts - Group | Add and edit all users within the user's group except Administrator-type users. | — | ✓ | ✓ |
| User Accounts - All | Add and edit system-wide users of any class except Administrator-type users. | — | ✓ | ✓ |
| View As Another User | View the system as another user. Available users will be based on this user class’s User Accounts permission and only be Advanced and Basic-type. | — | ✓ | ✓ |
| Manage Email Templates - All | Access to configure email templates for all Groups. | — | ✓ | ✓ |
| Manage Email Templates - Group | Access to configure email templates available only for Groups to which the user belongs. | — | ✓ | ✓ |
| Manage All Group Settings | Can manage all Groups' settings. | — | ✓ | ✓ |
| Manage E-Sign PDFs & Mappings | Configure all E-Sign documents' settings and mappings. | — | ✓ | ✓ |
| Manage E-Sign PDFs & Mappings by Group | This permission only provides access to PDF & Mappings pages when a group is assigned to the user. | — | — | ✓ |
| Manage Web Forms | Access to Manage Web Forms. | — | ✓ | ✓ |
| Manage Web Forms by Group | This permission only provides access to Web Forms when a group is assigned to the user. | — | — | ✓ |
| Manage Line Items | Allows user to create and update Residuals Line Items. If user has "User Accounts - All" permission, they can manage Line Items for any user. If user has "User Accounts - Group" they can manage Line Items for any user in their Group(s). Otherwise, they can only manage Line Items for users who report to them. | — | ✓ | ✓ |
| Manage Documents | Allows user to add, modify, and remove files in the Document Management page. | — | ✓ | ✓ |
| Manage Own Group's Settings | Can manage settings only for the Groups to which the user belongs. | — | ✓ | ✓ |
| Manage Web Forms (Limited) | Limited access to Manage Web Forms based on the user's Custom Property assignments. | ✓ | ✓ | ✓ |
| Assign Users and Splits | Assign users to merchants and edit residuals splits. | — | ✓ | ✓ |
| Who Is Online Activity | Access to Who Is Online Activity. | — | ✓ | |
| Manage Slideshows | Access to Manage Slideshows. | — | ✓ | ✓ |
| Manage Custom Properties | Allows user to create and manage Custom Properties. | — | ✓ | ✓ |
| Create Users at Same Level | Allows users to create another user account at the same user class level (Advanced, Administrator) as their own account. | — | ✓ | ✓ |
| Settings | ||||
| API Access | Allows people to connect, view and update their CRM data through third-party applications. | ✓ | ✓ | ✓ |
| Disable Automatic Logout | If selected, user will NOT be logged out automatically after being inactive. | ✓ | ✓ | ✓ |
| Disable User Login | If selected, user will NOT be able to log in or receive certain email notifications. | ✓ | ✓ | ✓ |
| Disable User Settings Edits | If selected, user will NOT be able to edit fields in User Settings. | ✓ | ✓ | ✓ |
| Display E-Signature IP Details | Display the E-Signature IP details for the sender and signer. | ✓ | ✓ | ✓ |
| Two-Factor Authentication (2FA) | Requires the user to enter a code from a text message sent to their mobile phone to complete the log in process. | ✓ | ✓ | ✓ |
| User Type | ||||
| Merchant | Enables merchant-specific access and view with My Business tab, limited to the accounts to which the user is linked. | — | — | ✓ |
| Not Billable | Mark user class as not billable. | — | — | ✓ |
| Sales Rep | Identifies the user as a Sales Rep for residuals and lead reporting. | ✓ | ✓ | ✓ |
| System Administrator | Enables all functionality and all access. Reserved for IRIS. | — | — | ✓ |
| Administrator | Enables certain functionality typical for an administrator. | — | — | ✓ |
| Manager | Enables certain functionality typical for a manager. | — | — | ✓ |
| Sales Rep | Identifies the user as a Sales Rep for residuals and lead reporting. | ✓ | ✓ | ✓ |
| Chat | ||||
| LiveChat | Allows user to start LiveChat conversations for support. | — | — | ✓ |
| LiveChat with CRM Support | Allows to start LiveChat conversations with CRM Support and to submit bugs and feature requests. | — | ✓ | ✓ |
| Merchant Info | ||||
| Systemwide Merchants | Gives access to system wide merchants. | — | ✓ | ✓ |
| Groupwide Merchants | Gives access to all merchants within the group of currently logged in user. | — | ✓ | ✓ |
| Access to Merchants of Managed Users | Access to the Merchants of Directly and Indirectly Managed Users | ✓ | ✓ | ✓ |
| Manage Merchant | Access to Manage Merchant page. | — | ✓ | ✓ |
| Associated Merchants | Gives access to all merchants across all groups as long as merchant is assigned to the user. | ✓ | ✓ | ✓ |
| Hide Memos | Cannot see Memos tab or related pages on the Merchant Details page. | ✓ | ✓ | ✓ |
| Statement Download | Download statements. | ✓ | ✓ | ✓ |
| Statement Download - All | Download statements from any merchant account, even if not linked. | — | ✓ | ✓ |
| Trigger Statement Download Alerts | Sends an email to users with "Statement Alert" enabled if user downloads three or more merchant statements within a 24-hour period for any merchant in the system. | ✓ | ✓ | ✓ |
| Business Capital | Enables access to Business Capital feature. | — | — | ✓ |
| Systemwide Statement Alert Notifications | Receive an instant email notification when a user downloads three or more merchant statements within a 24-hour period for any merchant in the system. | — | ✓ | ✓ |
| Groupwide Statement Alert Notifications | Receive an instant email notification when a user downloads three or more merchant statements within a 24-hour period for a merchant within the group(s) that the user belongs to. | — | ✓ | ✓ |
| Dispute Responder | Enables merchants to be able to respond to retrievals and chargebacks. | — | — | ✓ |
| Associated Statement Alert Notifications | Receive an instant email notification when a user downloads three or more merchant statements within a 24-hour period across all groups, as long as the user is assigned to that particular merchant. | ✓ | ✓ | ✓ |
| Operations Access | Toggle bonuses, merchant alert thresholds and configure TurboApp. | — | ✓ | ✓ |
| Update Memos | Use Update Memos and Add New Memo functions. | ✓ | ✓ | ✓ |
| PCI Management | Allows PCI boarding and purging. | — | ✓ | ✓ |
| Dispute Reporting | Access to the Dispute Reporting page to view merchants' chargebacks and retrievals. | ✓ | ✓ | ✓ |
| Post Chargeback Reply | Post a reply to chargeback | ✓ | ✓ | ✓ |
| Disable Merchant Export | If selected, user will NOT see the Export option on tables containing merchant information. | ✓ | ✓ | ✓ |
| Edit Account Info | Ability to edit merchant info. | — | ✓ | ✓ |
| Merchant Profitability | Access profitability reports by merchant from their Merchant Details page or Residuals using published residual report data. | ✓ | ✓ | ✓ |
| Merchant Profitability with Unpublished Reports | Access profitability reports by merchant from their Merchant Details page or Residuals using published and unpublished residual report data. | ✓ | ✓ | ✓ |
| Edit/Delete Memos | Edit or delete memos added by the user or users whom they manage. | ✓ | ✓ | ✓ |
| Edit/Delete Memos - All | Edit or delete memos added by anyone. | ✓ | ✓ | ✓ |
| Manage Merchant Data Sharing Transfers | Send and receive merchant data from other ISO's CRM sites. | — | — | ✓ |
| Merchant Data Sharing Transfers Email Notifications | Control email notification for merchant data sharing transfers. | — | — | ✓ |
| Risk Report | Access to Risk Report | ✓ | ✓ | ✓ |
| Manage Reserve Bank Settings & Departments | Allows updating of the reserve banks and departments. | — | — | ✓ |
| Manage Reserve Funding Requests | Allows user to submit reserves and releases for merchants. | — | ✓ | ✓ |
| View Reserve Funding | View reserve funding details on merchants. | ✓ | ✓ | ✓ |
| Merchant Reserve Settings Notifications | Receive notifications when merchants' reserve settings are updated. | ✓ | ✓ | ✓ |
| Merchant Reserve Activity Notifications | Receive notifications for merchants' reserve activity. | ✓ | ✓ | ✓ |
| Merchant User Details & Invitation | Allows users to access the merchant user details and send invitations. | ✓ | ✓ | ✓ |
| Merchant User Details | Allows users to access the merchant user details. | ✓ | ✓ | ✓ |
| Merchant User Details & Invitation | Allows users to access the merchant user details and send invitations. | ✓ | ✓ | ✓ |
| View NMI Gateway Account Information | View NMI account information section in the NMI Gateway tab on the Merchant Details page. | ✓ | ✓ | ✓ |
| View NMI Gateway Fees Information | View NMI fees information section in the NMI Gateway tab on the Merchant Details page. | ✓ | ✓ | ✓ |
| View NMI Gateway Processing Information | View NMI processing information section in the NMI Gateway tab on the Merchant Details page. | ✓ | ✓ | ✓ |
| View "Ranking" Slider | Allows users to view "Ranking" Slider. | ✓ | ✓ | ✓ |
| View "Average Batch" Slider | Allows users to view "Average Batch" Slider. | ✓ | ✓ | ✓ |
| View "Best Day" Slider | Allows users to view "Best Day" Slider. | ✓ | ✓ | ✓ |
| View "Last Processing" Slider | Allows users to view "Last Processing" Slider. | ✓ | ✓ | ✓ |
| View "Total Volume" Slider | Allows users to view "Total Volume" Slider. | ✓ | ✓ | ✓ |
| View "Highest Volume" Slider | Allows users to view "Highest Volume" Slider. | ✓ | ✓ | ✓ |
| View "Account Age" Slider | Allows users to view "Account Age" Slider. | ✓ | ✓ | ✓ |
| View "Chargeback/Volume" Slider | Allows users to view "Chargeback/Volume" Slider. | ✓ | ✓ | ✓ |
| View "Avg Deposit" Slider | Allows users to view "Avg Deposit" Slider. | ✓ | ✓ | ✓ |
| View "Avg Transaction" Slider | Allows users to view "Avg Transaction" Slider. | ✓ | ✓ | ✓ |
| View "Next Event" Slider | Allows users to view "Next Event" Slider. | ✓ | ✓ | ✓ |
| View "Profit" Slider | Allows users to view "Profit" Slider. | ✓ | ✓ | ✓ |
| CRM | ||||
| My Leads & Calendar | Access to My Leads and Calendar. | ✓ | ✓ | ✓ |
| Import & Delete Leads | Access to Lead Importer and ability to delete leads. | — | ✓ | ✓ |
| Documents Access | View Documents page. | ✓ | ✓ | ✓ |
| Lead Search Default to "Me" | Sets default display to "Me" instead of "Anyone" in Search. | ✓ | ✓ | ✓ |
| Unassigned Leads | For users with Groupwide or Systemwide Leads permission, user can see unassigned leads based on that level of access. | — | ✓ | ✓ |
| Show in Appointment Board | Include user in report on Appointment Board page. | ✓ | ✓ | ✓ |
| Show in Appointment Board - Home Page | Include user in report in Appointment Board home page component. | ✓ | ✓ | ✓ |
| See Group Users in Appointment Board | User will see all users from shared group(s) | ✓ | ✓ | ✓ |
| See All Users in Appointment Board | User will see Systemwide users. | ✓ | ✓ | ✓ |
| Upcoming Events Notification | Receive an email with the next day's tasks and appointments. | ✓ | ✓ | ✓ |
| Upcoming Event Notification - Manager | Receive an email with the next day's tasks and appointments for the user and those whom they manage. | — | ✓ | ✓ |
| Show Mobile Application Link | Shows a link to install mobile applications in the user settings dropdown. | ✓ | ✓ | ✓ |
| See Only Appointments on Shared Leads | When checked, user will see appointments for their leads that are set for other users. When unchecked, user will also see tasks for their leads that are set for other users. | ✓ | ✓ | ✓ |
| Hide Sales Reps | Cannot see Sales Rep-type users from other groups in drop-down lists. | ✓ | ✓ | ✓ |
| Sales Metrics | Access Sales Metrics. | ✓ | ✓ | ✓ |
| Enable Appointment Confirmation Notification | Enables/Disables appointment confirmation notification by sms/email. | ✓ | ✓ | ✓ |
| Helpdesk | ||||
| Systemwide Tickets | Gives access to all tickets. | — | ✓ | ✓ |
| Groupwide Tickets | Gives access to all tickets within the group of currently logged in user. | — | ✓ | ✓ |
| Associated Tickets | Gives access to all tickets across all groups as long as ticket is assigned to the user or merchant/lead that ticket belongs to is linked to user. | ✓ | ✓ | ✓ |
| Manage Tickets | Assign/reassign tickets and edit ticket Due Dates | ✓ | ✓ | ✓ |
| Email Notifications | Receive Helpdesk email notifications. | ✓ | ✓ | ✓ |
| See User Notification List | See all available users in Notification list in tickets. | ✓ | ✓ | ✓ |
| Ticket Resolution | Receive Helpdesk ticket resolution email notifications. | ✓ | ✓ | ✓ |
| Popup Notifications | Receive Helpdesk popup notifications. | ✓ | ✓ | ✓ |
| Delete Tickets | Allows user to delete tickets. | — | ✓ | ✓ |
| Re-Open Tickets | Move Helpdesk tickets from Resolved to any other status. | — | ✓ | ✓ |
| Assignable to Tickets | User will show in Assign To list when available based on their ticket access. | — | ✓ | ✓ |
| Default View: Assigned to Me | Shows only tickets assigned to the user by default when they view the Helpdesk. | — | ✓ | ✓ |
| Import Tickets | Access to Helpdesk Ticket Importer. To Import Tickets, users must have Manage Tickets permission. | — | ✓ | ✓ |
| Leads | ||||
| Systemwide Leads | Gives access to all leads. | — | ✓ | ✓ |
| Groupwide Leads | Gives access to all leads within the group(s) of the user. | — | ✓ | ✓ |
| Associated Leads | Gives access to leads assigned to the user, regardless of group. | ✓ | ✓ | ✓ |
| Mark Appointments As Seen | Allows user to mark an Appointment as Seen or Not Seen. | ✓ | ✓ | ✓ |
| Delete Events | Managerial function to be able to delete set tasks & appointments. | ✓ | ✓ | ✓ |
| Auto Assign | User will be assigned to every lead created by a user whom they manage. | — | ✓ | ✓ |
| Delete Notes & Files | Delete any Note or File on a lead posted by the user or users whom they manage. | ✓ | ✓ | ✓ |
| Delete Notes & Files - All | Delete any Note or File on a lead. | ✓ | ✓ | ✓ |
| Third Party | Show the third party window. | — | — | ✓ |
| Third Party | Show the third party window. | — | — | ✓ |
| Post/Upload Notifications - Group | Include in Notes and Documents notification lists for users in same group. | ✓ | ✓ | ✓ |
| Post/Upload Notifications - All | Include in Notes and Documents notification lists for all users. | ✓ | ✓ | ✓ |
| Disable Lead Unassign | If selected, user will NOT be able unassign other users from leads. | ✓ | ✓ | ✓ |
| Disable Lead Save | If selected, user cannot save changes to lead fields, Status, Lead Source, Campaign, or Group. | ✓ | ✓ | ✓ |
| Email Validation | Enables use of Email Validation on leads. | ✓ | ✓ | ✓ |
| Visitor Tracking | Enables use of Visitor Tracking when sending emails with links on leads. | ✓ | ✓ | ✓ |
| Manage Lead Data Sharing Transfers | Access to lead data sharing configuration to send and receive lead data from other ISO's CRM sites. | — | — | ✓ |
| Use Lead Data Sharing Transfers | Send and receive lead data from other ISO's CRM sites. | ✓ | ✓ | ✓ |
| Secure Fields Exporting | Allow exporting exposed secure lead field values. | — | ✓ | ✓ |
| Approve Fields | Allow users to manage field thresholds | — | ✓ | ✓ |
| Export Leads | Allow users to export leads from tables and reports. | ✓ | ✓ | ✓ |
| Access to Leads of Managed Users | Access to the Leads of Directly and Indirectly Managed Users | ✓ | ✓ | ✓ |
| Notifications | ||||
| Lead & Merchant Alerts | See on-screen alerts for lead and merchant updates. | ✓ | ✓ | ✓ |
| Linked Account | Receive email notification when a merchant account has been linked. | ✓ | ✓ | ✓ |
| Systemwide Account Status Change Notifications | Receive a daily email notification when any merchant status changes in the system. | — | ✓ | ✓ |
| Groupwide Account Status Change Notifications | Receive a daily email notification when any merchant status changes within the group(s) that the user belongs to. | — | ✓ | ✓ |
| Associated Account Status Change Notifications | Receive a daily email notification when a merchant status changes, across all groups, as long as the user is assigned to that particular merchant. | ✓ | ✓ | ✓ |
| Merchant Activity | Receive notifications for daily deposits, retrievals, and chargebacks for linked merchants. | — | — | ✓ |
| Systemwide Start Processing Notifications | Receive a daily email notification when any merchant in the system performs a batch greater than the configured threshold. | — | ✓ | ✓ |
| Groupwide Start Processing Notifications | Receive a daily email notification when any merchant performs a batch greater than the configured threshold within the group(s) that the user belongs to. | — | ✓ | ✓ |
| Associated Start Processing Notifications | Receive a daily email notification when a merchant performs a batch greater than the configured threshold, across all groups, as long as the user is assigned to that particular merchant. | ✓ | ✓ | ✓ |
| Systemwide Stopped Processing Notifications | Receive a daily email notification when a settlement inactivity goes beyond the configured threshold for any merchant in the system. | — | ✓ | ✓ |
| Groupwide Stopped Processing Notifications | Receive a daily email notification when a settlement inactivity goes beyond the configured threshold for a merchant within the group(s) that the user belongs to. | — | ✓ | ✓ |
| Associated Stopped Processing Notifications | Receive a daily email notification when a settlement inactivity goes beyond the configured threshold, across all groups, as long as the user is assigned to that particular merchant. | ✓ | ✓ | ✓ |
| Associated Merchant User Enrollment Notification | Receive a notification when a merchant from any group completes user enrollment, as long as the user is assigned to that particular merchant. | ✓ | ✓ | ✓ |
| Groupwide Merchant User Enrollment Notification | Receive a notification when a merchant completes user enrollment, as long as the merchant is from the group(s) that the user belongs to. | — | ✓ | ✓ |
| Systemwide Merchant User Enrollment Notification | Receive a notification when any merchant in the system completes user enrollment. | — | ✓ | ✓ |
| Residuals | ||||
| Residuals Access | View Residuals. | ✓ | ✓ | ✓ |
| Residuals Manager View | View other users' residuals (Advanced can see residuals of managed users, Administrator can see all users' residuals). | — | ✓ | ✓ |
| Templates Adjustments View | View residual adjustments made by templates. | — | ✓ | ✓ |
| Residuals Profitability | Access profitability reports from Residuals using published residual report data. | ✓ | ✓ | ✓ |
| Residuals Analytics | View detailed analysis of residuals by volume, income, and profit. | ✓ | ✓ | ✓ |
| Residuals Currency Management | Access the Residuals Currency Conversion page to enter, update, and track currency exchange rates for Residuals reporting. | — | — | ✓ |
| Tools | ||||
| Tools Menu Access | Access Tools and any sub-items not having specific permissions. | ✓ | ✓ | ✓ |
| Merchant Tracker | Access to the Merchant Tracker page to view which accounts have not processed batches recently. | ✓ | ✓ | ✓ |
| Portfolio Activity | Access to the Portfolio Activity page to see new, processing, and closed accounts. | ✓ | ✓ | ✓ |
| Proposal Generator | Use Proposal Generator to enter volume, rates, and fees to create a pricing comparison for merchants. | ✓ | ✓ | ✓ |
| Manage Pricing Templates | Allows user to create pricing packages in the Pricing Templates page. | — | ✓ | ✓ |
| Manage Pricing Templates - All | Allows user to create and edit all pricing packages in the Pricing Templates page. | — | ✓ | ✓ |
| The Scoop | Access The Scoop. | ✓ | ✓ | ✓ |
| Appointment Board | Access the Appointment Board page. | ✓ | ✓ | ✓ |
| TurboApp | ||||
| TurboApp - Associated | Access TurboApp and see linked applications in 'Underwriting Status' page | ✓ | ✓ | ✓ |
| TurboApp - Groupwide | Access TurboApp and see your group(s) applications in 'Underwriting Status' page | — | ✓ | ✓ |
| TurboApp - Systemwide | Access TurboApp and see all applications (including status of apps not from TurboApp) in 'Underwriting Status' page | — | ✓ | ✓ |
| Create & Edit Applications | User can create and edit applications, and submit for internal review | ✓ | ✓ | ✓ |
| Require Documents | Require documents to be uploaded when starting a new application, depending on processor. | ✓ | ✓ | ✓ |
| Submit Applications | Allows user to submit applications to processors. | ✓ | ✓ | ✓ |
| TurboApp Notifications - All | Receive TurboApp notifications on all applications. | — | ✓ | ✓ |
| TurboApp Notifications | Receive TurboApp notifications for applications to which you are linked. | ✓ | ✓ | ✓ |
| ACH | ||||
| ACH Assign | Add and update profile accounts. | — | — | ✓ |
| ACH Confirm | Create and confirm ACH transactions. | — | — | ✓ |
| ACH History | View transaction history. | — | — | ✓ |
| Payments | ||||
| Access To Payment Profiles | Grants access to manage payment profiles. | ✓ | ✓ | ✓ |
| Access To Payment History | Grants access to view payment history. | ✓ | ✓ | ✓ |
| Access To Schedule Payments | Grants access to schedule payments & manage. | ✓ | ✓ | ✓ |
| Communications | ||||
| Play Dialer Recordings | Allows user to play Dialer calls. | ✓ | ✓ | ✓ |
| Play & Delete Dialer Recordings | Allows user to play and delete Dialer calls. | ✓ | ✓ | ✓ |
| Download Dialer Recordings | Allows user to download recordings of Dialer calls. | ✓ | ✓ | ✓ |
| Delete Dialer Group Voicemails | Allows user to delete voicemails left to their Dialer group(s). | ✓ | ✓ | ✓ |
| Dialer | Access the Dialer to make and receive calls. | ✓ | ✓ | ✓ |
| Dialer Metrics | Access the Dialer Metrics page to view live calls, user call activity, and reporting. | ✓ | ✓ | ✓ |
| Send Mass Email | Allow users to be able to send mass email from My Leads page and Calendar. | ✓ | ✓ | ✓ |
| Send Mass SMS | Allow users to be able to send mass SMS from My Leads page and Calendar. | ✓ | ✓ | ✓ |
| Email Metrics | Access the Email Metrics page to view user email activity, email template reporting, and visitor tracking reporting. | ✓ | ✓ | ✓ |
| Send & Receive SMS Messages | Send and receive SMS messages on leads and merchants. | ✓ | ✓ | ✓ |
| SMS Metrics | Access the SMS Metrics page to view user SMS message activity. | ✓ | ✓ | ✓ |
| Internal Chat | Access to Internal Chat to post and view mesages to other users. | ✓ | ✓ | ✓ |
| Tech Hub Chat | Access to Tech Hub Chat to post and view messages in inter-client forum. | — | — | ✓ |
| Manage Call Outcomes | Allows users manage call outcome options. | — | ✓ | ✓ |
| Underwriting | ||||
| Agreement Express ScanX Scorecards on leads | Allows users to access Agreement Express ScanX Scorecards on leads. | ✓ | ✓ | ✓ |
| My Underwriting page | Allows users to access the list of all available Agreement Express ScanX Scorecards on My Underwriting page. | ✓ | ✓ | ✓ |
Frequently Asked Questions
- How can I automatically log out members of a specific user class after a period of inactivity? To enable automatic logout for a specific user class, clear the Disable Automatic Logout permission for that class. Users will be logged out after 30 minutes of inactivity. This timeout interval cannot be changed.