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In this video, we're gonna do a quick overview of administrative rules and, the different custom permissions that you can set for an admin.

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So you as an owner, you are automatically considered an Calvin on your account.

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You are listed as the owner, but you can go here into your little gear icon into settings,

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into this account Calvin, and go down to administrators.

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Here you're going to be able to control who is, you know, enabled, who is not enabled.

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You'll be able to control it here, and then you can also change their different roles and be able to do like, or do you want them listed as a support member?

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Do you want them to change what type of admin they are?

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And then if you want to add someone new, a virtual assistant, maybe you're adding people to your team, maybe you have a co owner or a collaborator that you're kind of working with, then you're going to do this add administrator.

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You want to add their email or their Simplero ID, if you have those things, just so that they can have that invite so that they can be added to your account.

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You're able to add a personal message to the email invite for the admin role.

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So you could just say, I can't wait to have you join us, And then you can also have the option to auto generate the username and password and kind of have a name for that to admin.

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If they already have like a Simplero ID at all, then it would just take on whatever the name of their account would be.

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So if I were to add myself, then it would have the name on my profile.

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Now we have our different roles.

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So co owner is going to have the same exact permissions as you as an owner.

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An admin is going to have everything but the option to control your administrators

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or manage those types of permissions.

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The basic admin is the same as the admin

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minus the financial data. So they're not going to have any way to like view your transactions

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or manage your permissions. They can see purchases

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and participant info, but but they can't change or like view the financial

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like in your invoices or anything like that.

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An assistant is going to have those same exact settings as the basic admin except for they now won't have the option to access purchases or participant info.

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So they'd be able to see your product, they'd be able to see your courses, they can edit courses, they can send broadcast, they just can't see anything in terms of like actual purchase and participant information.

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Support specialist, that is gonna be someone who's gonna be able to kind of manage your tickets.

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They're going to see pretty much everything,

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but they can only read it. They cannot manage it. They cannot make changes.

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They can't send broadcast or see your purchases or anything like that.

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An affiliate manager would only have the option to manage your affiliate programs.

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They can see your contact records. They can see your list information,

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but they cannot really do anything outside of that affiliate program.

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Now we have our custom roles.

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Now if you are on that skyrocket plan, you have that option for a custom role.

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This is going to be set permissions.

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Maybe you kind of want to pick and choose what role, what things your admins have access to.

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And this custom role, is where you're going to do that.

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You're going to have the option to save this so you can reuse it for other admins in the future.

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And then we have all of these.

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So each of these things that kind of say manage, you're going to be able to go in and make changes.

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That means that you can not only see it, but you can make those changes.

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If you have it set for read, that means that you can only read it. You can't make your changes.

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So if you want them to be able to go into your affiliate programs, you want them to make those changes,

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I would encourage you to do the manage.

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And as you see, once you select the manage, it's automatically marked as the read.

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Once you select something like this where it says, you know, like the manage, whether it's the affiliate or the automations,

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you're going to have a couple of different options pull up down here.

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So you can select like is it all all affiliate programs or is it only specific ones?

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Then we have our options for your contacts, notes, lists, tags, things like that. It can read like a

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support specialist or you can actually go in and make changes.

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Courses, again, you can see what's inside of it.

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You can see what they are, but you cannot change anything. Whereas manage you would.

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Same with done for you templates.

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If you don't want them to be able to make changes to your done for you templates,

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I wouldn't select that.

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Same with financials, if you want them to see your financials, be able to

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do different things then you can do your manage.

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Landing pages and funnels, if you want them to be able to change those things.

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NPS surveys, you can decide whether or not they are able to read and manage those, whether or not they're going to access that information.

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Pipelines and deals, now if you have someone who is like a support specialist or anything like that, you're gonna want the pipelines and deals to be available because the support tickets does work as

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a pipeline. So you want to have that option to to read and manage your pipelines and deals.

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Now if you have, you know, someone who is going to look at your products, membership levels, product catalogs,

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anything that you want them to kind of have an option to edit, again do your manage.

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Purchases, you have the option to manage your purchases, of course, but then you can also decide well like you can manage it, but maybe you don't want them to add charges or maybe you only want them to be able to add charges to it, but you don't want them to edit existing charges.

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This is where you're going to be able to kind of mess around with that And maybe you only want them to read it.

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So they can see it, but they can't do anything with it. Maybe it's really limited

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in terms of what you want for folks to be able to, change those purchases.

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And then next is our scheduling links.

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So if you want them to go in and not only look at it, but be able to manage all of them, then you would click manage.

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If you want them to only be able to manage their own, then you would select that manage own.

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And then of course the read, if you want to be able to read all scheduling link.

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When you have your tickets, that's going to be again with your support tickets you're going to want to have the pipelines and deals available, but you also want to have the tickets.

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So you'll have them be able to read but also make those changes and the same with the worksheets

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if you can have them either read or manage.

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For things that you have like multiple different things on your account underneath of that, so maybe you have a lot of sites, you can select how many what sites you want them to give access to.

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Do you want them to have all of your sites, only your main site?

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You can also do it underneath your products. So maybe we do our manage

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and we only do certain products and we can select which ones those are.

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It's a lot of like being able to have more hands on control for what your admins are able to have access to.

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So if you don't want them to have access to everything or you just kind of want to pick and choose, then this custom role is a great way to kind of approach it.