STAFF: Understanding Internal Roles
Learn about different staff roles in Unificus and how to manage team member permissions.
Roles for your Staff Users
Unificus offers several distinct roles for your internal team members, each with different access levels and capabilities.
Super Admin: This role belongs to the license holder for your Unificus account. Super Admins enjoy unrestricted access across the entire platform and manage subscription details through Settings > Manage Account. Each account has exactly one Super Admin.
Admin Manager: When setting up an Admin User, you can designate them as an Admin Manager. They can access the full platform and perform most tasks, except they cannot view or modify the Super Admin’s account details or anything in the Manage Account menu. You have the option to grant them white labeling permissions. Multiple Admin Managers can exist per account.
CLICK HERE to learn about Admin Managers.
Admin: These users enjoy comprehensive platform access and can execute nearly all functions, with the exception that they cannot view or change Super Admin information, access the Manage Account menu, or manage white label settings. An account may have multiple Admins.
Project Manager: This role grants Admin-level permissions within Projects and CRM modules only. Project Managers lack access to the Office section and Admin Settings.
Office Manager: These users receive Admin-level permissions in the Office and CRM modules. They cannot access Projects or Admin Settings.
Teammate: A foundational role with restricted access, primarily limited to assigned Projects. Teammates cannot access the Client Talk menu within their Projects and cannot serve as Project Leaders.
Salesperson: A foundational role similar to Teammate, with additional CRM capabilities. Salespersons can create Companies, Contacts, Follow-ups, and Goals, but may only edit or delete those they created. They can “Claim” Contacts to hide them from other Salespersons.
CLICK HERE to learn about Salesperson Visibility.
Freelancer: Comparable to Teammate, but without access to the Team Talk menu, Files, or Live Chat within assigned Projects.
How do I change a Staff Member’s Role?
Role changes must follow an “up the ladder” structure—you cannot demote users because they may be linked to assets they’d no longer access. Here’s the permission hierarchy:
- Super Admin (only one per account, cannot be changed)
- Admin
- Project Manager
- Office Manager
- Teammate
- Salesperson
- Freelancer
You can only promote users. For example, promoting a Teammate to Project Manager is allowed, but demoting a Project Manager to Teammate is not. To downgrade a user, delete them and re-add at the lower permission level.
- Navigate to Flyout Menu > Manage Staff.
- Click the Staff Member whose Role you want to modify.
- Select the new Role from the Staff Role dropdown and click Save.
How do I edit or delete Staff Members?
- Navigate to Flyout Menu > Manage Staff.
- Click the Options menu button for the Staff Member you want to manage.
The Options menu offers these actions:
Edit: Modify the Staff Member’s information.
Impersonate: Log in as the Staff Member to view their account experience.
CLICK HERE to learn about Impersonating.
Send Message: Deliver a Secure Message to the Staff Member.
CLICK HERE to learn about Secure Messaging.
Change Password: Reset the Staff Member’s login password.
Assign On-Demand FLOW: Push On-Demand Staff FLOWs directly to the Staff Member.
CLICK HERE to learn about FLOWs.
Apply Folder Generator: Deploy pre-configured Folder Generators.
CLICK HERE to learn about Folder Generators.
Set Inactive: Revoke the Staff Member’s account access.
CLICK HERE to learn about Inactive Users.