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Enable/Disable Admin Access

How to set a user as an Admin

Success at Copper avatar
Written by Success at Copper
Updated today

In Copper, we have three levels of access.

Users: They have the ability to add and edit records but not to make any system changes such as customizing fields or pipelines.

Admins: Admins are able to add and edit records and make system changes. Depending on the email settings created by the Account Owner, they may also be able to see more synced emails than users can.

Account Owner: This person has all the options of an Admin, plus the ability to view invoices and make changes to the subscription and billing. Note, there can only be one account owner.

Set a User to Admin Access

If you're an Admin or Account owner, you can turn other users into Admins or revoke their admin privileges.

  1. In the Copper web app, go to Settings > Account Settings > Company & Invite New Users.

  2. Under your Users list, click the three dots [...] to open up more options.

  3. Select either "Make admin" or "Remove as admin." Your selection will save itself as soon as you click it.

    Make_admin.png
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