Product Guides
User Roles and Permissions
Unify has 2 user roles - Admins
and Users
. To invite users to the product navigate to Settings > Users > Invite. While there are no restrictions on the number of each type of user that you can have, we recommend keeping the number of admins to a minimum.
Admins
Admins
are super users of Unify. We recommend that sales leaders, revenue and sales operations be Admins in Unify. Admins have full access to Unify:
- Access to setup and modify integrations
- View companies and people
- View and create audiences
- View and create playbooks
- View and create personas
- Add and delete users
Users
We typically recommend that AEs/SDRs be assigned as Users
on Unify. Users have the following permissions:
- View companies and people
- View and create audiences
- View playbooks
- View personas
- View users
Reps cannot do actions like create playbooks, personas or invite other users to Unify. They also do not have access to integrations.