Overview
Required Subscription: Event Lead Capture or Digital Business Card
Every team or company on a Digital Business Card (DBC) plan or an Event Lead Capture (ELC) plan gives each person one of three roles: Full Team Admin, Subteam Admin, or Member.
Each role controls what that person can see and manage in the dashboard and mobile app. Understanding these roles helps you give the right people the right level of access, especially if you use subteams to organize departments, regions, or event groups.
Quick Role Comparison
Permission / Action | Full Team Admin | Subteam Admin | Member |
Add, edit, and remove members | All members | Their subteam(s) only, when enabled | No |
Create and manage subteams | Yes | Assigned subteams only | No |
Create and assign templates | Yes | Their subteam(s) only | No |
Set restrictions | Yes | Their subteam(s) only | No |
Turn on GDPR Mode for a subteam | Full team and/or any subteam | Their subteam(s) only | No |
View and export leads | All team leads | Their subteam's leads | Own leads only |
View and export insights | Full team | Their subteam(s) | Own only |
Create and edit Event Flows (ELC Plan) | Yes | Yes | No (view assigned flows in the mobile app) |
Assign members to Event Flows | Any member | Their subteam's members only | Can assign themselves in the mobile app |
Create follow-up emails | Yes | Yes | Own follow-up email only |
Manage CRM integration mappings | All integrations | Their subteam's integrations and Event Flow integrations they created | No |
Approve or deny change requests | Yes | Their subteam(s) only | No |
Yes | Yes | Yes | |
Upload and manage team assets | Yes | No | No |
Manage billing and subscriptions | Yes | No | No |
Team-level settings (custom invite email, AI Recorder) | Yes | No | No |
Edit own digital card(s) | Yes | Yes | Yes, unless restricted |
Editing a Member's Role
You can change a member's role from the member list or from the member's own page.
From the member list:
Go to the Members page in your dashboard.
Click the three dots (...) on the member's row.
Select Edit admin status.
Choose Full Team Admin or Subteam Admin, and select the subteam(s) if assigning Subteam Admin.
From the member's page:
Click into the member from the Members page.
Click the three dots (...) at the top of their page.
Select Edit admin status.
Choose Full Team Admin or Subteam Admin, and select the subteam(s) if assigning Subteam Admin.
Keep in mind: There is no limit on the number of Full Team Admins or Subteam Admins you can assign.
Full Team Admin
Full Team Admins have complete access to every member, subteam, lead, and team-wide setting.
Permissions
Area | What Full Team Admins can do |
Members | Add, update, and remove any member |
Subteams and templates | Create, update, and remove any subteam or template, and set restrictions across subteams |
GDPR Mode | Turn on GDPR Mode for the entire team and/or any subteam. Click into the subteam and open General Settings |
Leads | Create, edit, export, and access all leads |
Event Flows (ELC Plan) | Create and configure any Event Flow and assign any member to it |
Follow-up emails | Create and manage follow-up emails, including follow-up emails inside Event Flows |
Integrations | Connect and manage all integrations, including CRM, HR, and email, at the full team, subteam, and Event Flow level |
Insights | View and export insights for everyone |
Change requests | Approve or deny change requests from any member |
Team assets | Upload and edit team assets |
Billing | Manage billing and subscriptions |
Team-level settings | Access settings reserved for Full Team Admins, such as customizing the invite email and turning AI Recorder on or off |
Keep in mind: Some team-level features, such as customizing the invite email, are only available to Full Team Admins. If you're a Subteam Admin and can't find a setting, ask a Full Team Admin.
Subteam Admin
Subteam Admins have administrative access to the members and data in the subteam(s) assigned to them. A Subteam Admin can manage more than one subteam.
Permissions
Area | What Subteam Admins can do |
Members | Update members in their assigned subteam(s). Add or remove members only if Subteam Admin Management is turned on (see below) |
Templates and restrictions | Create and assign templates, auto-assign templates, and set restrictions for their subteam(s) |
GDPR Mode | Turn on GDPR Mode for their subteam(s). Click into the subteam and open General Settings |
Leads | Create, edit, export, and access leads captured by members of their subteam(s) |
Event Flows (ELC Plan) | Create Event Flows and edit settings on any Event Flow, but only assign members from their own subteam(s) |
Follow-up emails | Create follow-up emails, including follow-up emails inside Event Flows |
Integrations | Connect integrations for their subteam(s). Change CRM mappings only on their subteam's integrations or on Event Flow integrations they created |
Insights | View and export insights for their subteam(s) |
Change requests | Approve or deny change requests from members of their subteam(s) |
Note: Subteam Admins cannot edit Full Team integration mappings, other subteams' mappings, or Event Flow integrations created by someone else. They also cannot manage billing, team assets, or team-level settings.
Subteam Admin Management
By default, Subteam Admins cannot add or remove members. A Full Team Admin can turn this on for them:
Go to Team Settings in your dashboard.
Turn on Subteam admin management.
Subteam Admins will now see an Add Members tab in their sidebar menu.
From Add Members, Subteam Admins can add people by:
Method | Description |
Email invite | Send invitations to new teammates by email |
CSV upload | Import multiple new members at once |
Company Page | Create a Company Page profile |
If a Subteam Admin manages more than one subteam, they can choose which subteam to add new members to.
Keep in mind: Subteam Admins can only add people who are not already members. To move an existing member into a different subteam, a Full Team Admin needs to make the change. Learn more in Allow subteam admins to manage members and Adding members.
Member
Members manage their own digital business cards, leads, follow-up email, and insights. They cannot manage other members or change team settings.
Permissions
Area | What Members can do |
Digital cards | Create, update, and delete their own digital cards, unless restricted by a template |
Leads | Create, edit, export, and manage their own leads |
Follow-up email | Create their own follow-up email on their individual account |
Event Flows (ELC Plan) | View Event Flows they're assigned to in the mobile app and assign themselves to Event Flows |
Insights | View and export their own insights |
Change requests | Submit change requests to their admins |
Directory | View other members' profiles, unless an admin has turned this off |
Keep in mind: If a Member is assigned to an active Event Flow that includes a follow-up email, the Event Flow's follow-up email is sent instead of the Member's own follow-up email for leads captured in that flow. The Member's own follow-up email applies again for leads captured outside an active Event Flow, or in a flow without a follow-up email.
Note: If a Member belongs to a subteam with restrictions, such as a locked template, they may not be able to edit some of the information on their card.
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