Roles and Permissions
LetsLigo offers three role levels to manage access in your workspace.
Viewer
The Viewer role allows:
- View all contacts
- See contact details
- Access the dashboard
The Viewer role cannot:
- Modify contacts
- Scan new cards
- Modify settings
Editor
The Editor role can do everything a Viewer can do, plus:
- Scan new cards
- Modify existing contacts
- Add notes and tasks
- Manage CRM pipeline
- Configure connectors
- Modify email and SMTP settings
The Editor role cannot:
- Manage team
- Modify billing settings
- Change plan
Administrator
The Administrator role has full access and can:
- Do everything an Editor can do
- Manage team members
- Modify billing settings
- Change plan
- Access all features
Modify Roles
Only administrators can modify member roles. You cannot modify your own role.
Tips
Assign the most restrictive role possible according to each member's needs. You can always promote a member later if necessary.