Users and Permissions

If you're utilizing ONTRAPORT to organize multiple people on your team it's important to set up internal controls. Learn how to specify roles within your account and set permission levels to protect yourself here. Want to set up a sales team? Look here! This section covers how to set up your organization structure in ONTRAPORT, setting user information, and how to protect your data in the case an employee separates from the company.

Users as Contact Owners

  About Users As Contact Owners Every Contact Record has a Contact Owner. By default, the Contact Owner is the main Admin user. However, ...

Adding / Removing Users

Prerequisites An ONTRAPORT account Roles created with set permissions Introduction A User is a unique login ID with access to you...

User Custom Fields

Prerequisites An ONTRAPORT account What are User Custom Fields? It’s often useful to be able to merge Contact Owner/User informatio...

Creating Roles & Setting Permissions

Introduction In order to protect the data inside your ONTRAPORT account, it’s important to have your team use their own unique login. The...