What are the different user roles?

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.

Last modified on March 31, 2026

How do I add, reassign or remove a license?

How do I purchase more licenses and/or contact credits?

⌘I

​The different permissions available to standard and admin users

The different permissions available to standard and admin users