The different permissions available to standard and admin users
There are two license types available in BenefitFlow, Standard Users and Admin Users. Below are the privileges that are available to each user type.| Standard Users | Admin User | |
|---|---|---|
| General | ||
| Run searches and export data | X | X |
| Use contact credits | X | X |
| Add and remove users | X | |
| Set contact credit limits for users | X | |
| CRM Integrations | ||
| Setup and manage CRM integrations | X | |
| Manage CRM mapping table | X | |
| Sync net-new records to CRM | Configurable* | X |
| Sync updates to existing CRM records | Configurable* | X |
| Configure sync permissions for standard users | X |
* Admins configure which sync operations standard users can perform (create new, update existing, or both) for Contacts and Accounts under Integration Settings > Preferences. By default, standard users can create new records only.