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What do workspaces look like for Contacts Managers?
What do workspaces look like for Contacts Managers?

Find out what your invited Contacts managers users can and cannot see in the shared workspace.

Luise avatar
Written by Luise
Updated over 2 months ago

Contact Managers will not see any Perspective logos or other branding, they instead will be presented with the name, logo and sub-domain that you have given the workspace.
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💡 This means that the workspaces are completely whitelabeled.

1. Dashboard

The Workspace dashboard for Contact Managers will include all of your live V4 funnels in that Workspace. Users can switch between tile and list view and search for a funnel.


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2. CRM

Clicking on a funnel then leads them to the CRM of the respective funnel where they can see all the leads and their data.

What can Contact Managers users view/edit?

  1. CRM Access: Access to the CRM is available for all live funnels that are part of the invited user’s workspace, provided these funnels utilize our advanced V4 tracking engine.
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  2. Viewing and Editing Contact Information: Users can see and modify all captured contacts and their data, ensuring they can manage customer interactions effectively. This also includes changing a lead's status either in a contact's profile or through moving it in the Kanban view. Only the "Created at" property is locked to maintain accurate records of when contacts were initially added.

What are the restrictions for Contact Managers?

While Contact Managers have considerable access to CRM functionalities, certain restrictions are in place to safeguard the broader system settings and structures:

  1. No Access to Account and Workspace Settings: Invited users cannot alter account or workspace settings, preserving the overall structure and security settings as determined by account administrators.
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  2. Funnel Management Limitations: Activities like funnel creation, editing (via the funnel editor), and accessing funnel analytics are outside the scope of invited user permissions.
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  3. Exclusion from Funnel Integrations and Settings: Invited users are not permitted to modify funnel integrations or funnel settings. This includes any CRM settings related to property editing, creation, or deletion.

💡 Would you like to test what workspaces look like for Contact Managers?

No problem! Go to your workspace settings at the top left -> select “Preview” on the left and click on “Click to preview Workspace”

Find more information on the following topics in our Help Center:

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