The first account from your organization that is setup in OnCourse will have admin privileges across the entire application. Default admin privileges cannot be modified.
The admin role can then create other roles and invite team members for the organization.
There are no restrictions on the number of Admin users.
The admin can define and direct the roles of the team members.
Organization permissions are defined as follows
Bulk actions are defined as follows
Account permissions are defined as follows
Opportunities/Tasks/Activities are defined as follows
Click the plus icon right next to ‘Roles’ to create a new user. An admin can invite another member of the team
In the below example a role called 'sales associate' has been created
New or existing users can then be assigned the role of 'Sales Associate"
Depending on the permissions you have set these users can be invited by the admin or similar users
Additional custom roles can be created and defined as your organization sees fit
