Read-Only users can:
View the dashboard
View the organisations list
View an organisation
Add a note to an organisation
Add a new note type
View the contacts list
View a contact
Add a note to a contact
View the document list
Read-Write users can also:
Add an organisation
Edit an organisation
Add a contact
Edit a contact
Link a contact to an organisation
Add and edit tasks
Download a document
Add a document
Edit a document’s details
Delete a document
View the functions list
View a function
Add a function
Edit a function
Can invite people (the user must have access to Segments and Campaigns)
Add walk-in bookings
Download the list of bookings
Super Users can also:
View the "Who has Access" tab
Add new drop-down list types
Add new tags
Delete a function