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 or Removing Users

About ONTRAPORT Users Applies to: ONTRAPORT Plus and above. You can add additional team members to work inside your ONTRAPORT account, an...

User Custom Fields

About User Custom Fields Applies to: All ONTRAPORT accounts. Users are your team members that log into ONTRAPORT and perform tasks such a...

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...