How Can I Control Who Can See What Data in UPilot?

UPilot gives you complete control on who can see what data inside your account.  Roles and Visibility gives you the possibility to set up your own roles and to change the current permissions of team members. By default, the various roles that exist in the system are:

• Restricted Team Member
• Team Member
• Team Manager
• Executive Manager
• System Admin
• Owner

Creating a New Role

You can create a new role and define who will be entitled with that role and grant permission as required.

1. Click on Settings > Users and permissions > Roles and Visibility
2. Click on ‘Create a New Role’
3. Enter the role name of the new role to be created in the pop-up box
4. Click ‘Save’

Setting visibility for a role

Each function (Such as Contacts, Deals, Pipeline, Tasks, etc.) can have its own specific permissions for each role. The various permission levels that you can set for each function are:

You can set the visibility for each role by:

1. Click on Settings > Users and permissions > Roles and Visibility
2. Click on the role whose visibility you would like to edit
3. For each function, you can drag the bar to set the required visibility
4. Click the ‘Save‘ icon on the top right of the screen

Assigning a role to a user

Each user in your account must be assigned a role. The roles can be assigned when the user is being invited to the account and can be changed later on as well.

• During creation

When a user is being invited to the system, you can select the Role from the ‘Select a role’ dropdown.

• Already existent users

To modify the role of a user already in the system, you can do so in the following manner:

1. Click on Settings > Users and permissions > Manage Users
2. Click on the user whose role you would like to edit
3. Click on ‘edit’ in the top section (Section: Team)
4. Click on the current role to open the drop down with role options
5. Select the role as required
6. Click ‘Save teams’