Permissions and access
Access Levels in the System
| Level | What You Can Do |
|---|---|
| System Admin | Full system access |
| Agency | Access to agency sites |
| Site Manager | Access to specific sites |
| Salesperson | Access to Sales Hub only |
Adding a teammate
- 1Open My team. For agency staff, open Settings → Team & permissions
- 2Invite by email address and choose a role
- 3The person gains access to the websites and areas you allow — editing, viewing leads and statistics
Teammate, website customer, or lead?
A teammate runs the business inside the dashboard. A website customer signs in to the customer area on your public website — a student, member, or subscriber — and lives in My website → Website customers (it needs the customer area module). A lead is someone who enquired and signs in nowhere; they live in the CRM. These are three different things.
Modules
Which modules (Leads, Tasks, Marketing, website assistant) are active for the site — managed in Settings → Modules (for owners, managers, and administrators).
From the Chat
Connected AI: "Add [email] as a manager to site X" — works directly.
💡 Tip: Give your client access to their site — a client who sees leads coming in understands the value you are creating.
You can simply ask Up
Up answers using this guide, suggests the next step, and leads to the relevant screen.