Types of User Roles and Permissions

In your HeavySet app, you can invite users who can interact directly with the app. Each user role has different permissions and pages they can view, giving each role clear responsibilities. The available user roles are: Admin, AI SMS, Billing, Reports, User SMS, User SMS Limited, and Web Developer. 

Role	Permissions	Accessible Pages
Admin	Manage organization, CRMs, appointment forms, audits, and marketing and billing information	Home, Admin (Organization only), Connections, Appointment Form, Audits, Marketing, Billing
AI SMS	Manage AI SMS agent	Home, Marketing (AI Agent only)
Billing	Manage billing information	Home, Billing
Reports	Manage audits and marketing information	Home, Audits, Marketing (AI Agent, SMS, and Email only)
User SMS	Manage opportunity map and marketing information	Home, Audits (Opportunity Map only), Marketing (AI Agent, Tools, SMS, and Email only)
User SMS Limited	View SMS audits	Home, Marketing (SMS Audit Table only)
Web Developer	Manage CRMs, appointment forms, and email templates, and view audit reports	Home, Connections, Appointment Form, Audits (Audit Table only), Marketing (Email Templates only)

See table at the end of this article for a complete breakdown of each role's permissions and accessible pages.

Inviting Users

Users with an Admin role can invite new users to your organization permissions by entering an email address, selecting a permission type from the dropdown, and clicking the Invite button.

Admin users may also remove users by clicking the Remove Permission button next to a user.

Permissions and Accessible Pages for User Roles

This table provides a more detailed breakdown of the permissions and accessible pages each role has. 

Role	Permissions	Accessible Pages
Admin	Edit organization and view permissions CRM functionality (create and edit CRM configurations and settings, source mappings, schedules, and markets) Create and edit appointment forms and styles; create and edit access tokens View audits and opportunity map View and edit marketing information (AI Agent, Tools, Compliance, SMS, Email) View and edit billing information	Home Admin Organization Edit Organization Permissions Connections CRM New Config Edit Config CRM Settings Lead Perfection Settings Improveit360 Preferences Improveit Lightning Preferences JobNimbus Preferences Acculynx Preferences BuilderPrime Preferences Attribution Source Mappings Schedules Override Availability Markets Appointment Form Style New Style Edit Style View Style Form New Form Edit Form View Forms Access Tokens Audits Reports  Dashboard Audit Table Opportunity Map Marketing AI Agent Dashboard Audit Table Agent Template Question Template Conversation Template Configure  Tools Marketing Media Library Compliance DNC Upload DNC Query Phone Cleanup Lead Source Markets SMS Dashboard Audit Table Message Prospects Automation Email Dashboard Audit Table Email Prospects Automation Templates Billing Contact Plan Invoices Payment Method
AI SMS	View and edit AI Agent	Home Marketing AI Agent Dashboard Audit Table Agent Template Question Template Conversation Template Configure
Billing	View and edit billing information	Home Billing Contact Plan Invoices Payment Method
Reports	View audits View and edit marketing information (AI Agent, SMS, Email)	Home Audits Reports  Dashboard Audit Table Marketing AI Agent Dashboard Audit Table SMS Dashboard Audit Table Email Dashboard Audit Table
User SMS	View opportunity map View and edit marketing information (AI Agent, Tools, SMS, Email)	Home  Audits Reports  Opportunity Map Marketing AI Agent Audit Table Tools Marketing Media Library SMS Dashboard Audit Table Message Prospects Automation Email Dashboard Audit Table Email Prospects Automation Templates
User SMS Limited	View SMS audits	Home Marketing SMS Audit Table
Web Developer	CRM functionality (edit CRM settings, source mappings, schedules, and markets) Create and edit appointment forms and styles; create and edit access tokens View audits Create and edit Email templates	Home Connections CRM Settings Lead Perfection Settings Attribution Source Mappings Schedules Override Availability Markets Appointment Form Style New Style Edit Style View Style Form New Form Edit Form View Forms Access Tokens Audits Reports  Audit Table Marketing Email Templates