Understanding user roles (Admin vs User)
Understanding user roles (Admin vs User)
Every Prospo user is assigned a role that controls what they can see and do. There are two roles available: User and Organisation Admin.
User
The everyday role for advisers, paraplanners, and support staff. Users have full access to Prospo's features including meetings, AI tools, documents, email, SMS, and more. They cannot manage the organisation or other team members.
Organisation Admin
The admin role for whoever runs the Prospo account, typically the practice manager or principal adviser. Org Admins can do everything a User can, plus invite and remove team members, assign roles, manage billing, and configure organisation-wide settings.
We recommend having at least two Org Admins so there is always a backup if one person is unavailable.
Choosing the right role
If someone uses Prospo to do their day-to-day work, give them the User role. If they manage the team or the practice account, give them the Organisation Admin role.
Changing a user's role
- Go to Settings - Users
- Find the team member and click Edit
- Change their role and save
[SCREENSHOT]
Only Org Admins can change roles. No one can change their own role.