Understanding User Roles and Permissions

eGrow lets you assign different roles to your team members, so each person only sees and does what they need to — nothing more, nothing less.

Whether you’re working with agents, managers, or freelancers, roles help you stay in control and protect your business data.

Default Roles in eGrow

1. Admin

• Full access to everything

• Can manage settings, billing, and users

• Can see team performance and lead data

• Can assign orders and view analytics

• No access to billing or system settings

2. Agent

• Can only see and manage the orders or leads assigned to them

• Cannot access analytics, settings, or other users’ data

Custom Permissions (Optional)

If needed, you can create custom roles or adjust access:

• Limit access to WhatsApp Inbox

• Block editing or exporting leads

• Allow or restrict bulk messaging

Go to Team → Permissions to customize access per role.

Why This Matters

• Keeps sensitive info safe

• Reduces mistakes from users who shouldn’t access certain features

• Lets you scale your team without losing control

Need help setting roles for your team? Your Account Manager can guide you through it