Understanding User Roles

A detailed explanation of the differences between the different user roles.

There are 3 user roles in Propel:

Administrator
Manager
User

Each role has its own set of permissions. The restrictions on the different roles are described below.

List Permissions and Default Views

Each role can view data from the various lists in Propel as seen in the following table:

List	Administrator	Manager	User
Accounts List	All accounts	All accounts	User accounts only
Media Lists	All media lists	All media lists	All media lists for user accounts
Funnel cards	All funnel cards	All funnel cards	User’s funnel cards only
Monitoring Alerts List	All monitoring alerts	All monitoring alerts	Alerts for user’s accounts only

Each role also has a different default view for these lists:

List	Administrator Default	Manager Default	User Default
Accounts List	Active Accounts	My Accounts	My Accounts
Media Lists	My Pitching Lists	My Pitching Lists	My Pitching Lists
Funnel cards	All Accounts/Everyone's Pitches	All Accounts/Everyone's Pitches	My Story Funnels/My Pitches
Monitoring Alerts List	All Accounts	All Accounts	My Accounts

Dashboard Access

Administrators and Managers can view all dashboards in the Analyze menu. Regular users can also view all dashboards by default, but can also be restricted to view only shareable dashboards. This is achieved by disabling the option "Allow users to see manager and administrator dashboards" under Settings -> Firm Settings.

Archiving Accounts and Contacts

Administrators and Managers can archive or unarchive accounts and contacts. Regular users cannot. Similarly, Administrators and Managers can view archived accounts and contacts, whereas regular users cannot.

User and Firm Management

Administrators and Managers can access user management and firm settings, while regular users cannot.

User management allows for adding and removing users, as well as updating user details. Firm settings allow for controlling the overall settings that affect the entire firm.

Miscellaneous

Contact Opt-In

Administrators and Managers can opt-in a contact who has opted-out. Regular users cannot.

Contact and Media Outlet Notes

Administrators can view all contact and media outlet notes. Managers and regular users can only view notes according to the individual note share permissions.

Summary Table

The following is a summary table of all the permissions discussed above.

Feature	Administrator	Manager	User
View Notes	All	According to note share permissions	According to note share permissions
Accounts List	All	All	User only
Media Lists	All	All	All user practices and accounts
Funnel cards	All	All	User only
Monitoring Alerts List	All	All	User accounts only
Dashboards	All	All	All or non-restricted (depends upon firm settings)
Archive/Unarchive Account	Yes	Yes	No
View Archived Accounts	Yes	Yes	No
Archive/Unarchive Contact	Yes	Yes	No
View Archived Contacts	Yes	Yes	No
User Management	Yes	Yes	No
Remove Contact Opt-Out	Yes	Yes	No
Firm Settings	Yes	Yes	No
Create Practice (enterprise only)	Yes	Yes	No


Default List Views
Accounts List	Active Accounts	My Accounts	My Accounts
Media Lists	My Pitching Lists	My Pitching Lists	My Pitching Lists
Funnel cards	All Accounts/Everyone's Pitches	All Accounts/Everyone's Pitches	My Story Funnels/My Pitches
Monitoring Alerts List	All Accounts	All Accounts	My Accounts
Default Landing Page	Dashboard	Dashboard	Dashboard

To learn more about user management, check out our Youtube tutorial.