You want to invite other people to work with you on your Funnels & CRM but don't want to give them direct access to your entire account? No problem!
Simply invite team members, partners or customers to your Perspective account. Thanks to clearly defined user roles, you have full control over which rights and access each person has. This keeps your account protected while your team works together productively and efficiently. User roles not only ensure greater security, but also better organization and a focused distribution of tasks.
The 4 different user roles
There are a total of four other user roles that can be assigned. A user can have exactly one role.
👥 Contacts Manager
The Contacts Manager has access to the CRM and can therefore manage the contacts.
However, they do not have access to the Funnel Editor and therefore cannot edit the funnels themselves.
✍️ Content Editor
The Content Editor has access to the Funnel Editor and can thus create, co-design and edit funnels. They can also invite other users as “content editors” themselves.
However, they do not have access to the CRM (sensitive contact data).
The Content Editor role can be defined on a workspace-specific basis.
📂 Workspace Admin
The Workspace Admin has access to the Funnel Editor as well as to the CRM and the analysis area, but only in a specific workspace. He can invite new users, but cannot change the roles of existing users.
🌐 Global Admin
The Global Admin has access to the entire account, just like the account owner. They can edit funnels, manage contacts and view the analysis in all workspaces. They can also invite other users, assign user roles and make changes to the subscription.
Which roles are included in which plan?
Role | Start | Grow | Expand | Scale |
Contact Manager | Unlimited | Unlimited | Unlimited | Unlimited |
Global Admins | 1 | 3 | 5 | 5 |
Workspace Admins | 0 | 0 | 0 | 5 |
Content Editors | 0 | 0 | 0 | 5 |
💡 You can add more roles at any time – directly via your account management.
📌 Note on Legacy Plans
If you're not on any of the plans listed above, you're most likely still using one of our Legacy Plans. In our older plans (Pro, Business, Advanced and Volume), Contacts Managers and Global Admins are available without limits – regardless of the plan.
Workspace Admins and Content Editors are only available from the Volume Plan onwards.
Unfortunately, legacy plans do not support flexible role add-ons. But you can switch to one of our new, more flexible plans at any time – just reach out to us!
Invite users & assign roles
Go to the workspace to which you want to add the user and click on “Invite” in the top right-hand corner
Enter the email address of the user you want to invite
Assign them the appropriate role
Click on “Invite”
Once the user has been added, they will receive an email with a link to join your account with the assigned role
💡 Lead notifications
Do account users also automatically receive lead notifications by email?
❌ Contact Managers, Workspace Admins and Content Editors do not automatically receive lead notifications by email. However, you can manually add them as lead recipients per funnel (learn more ).
✅ Global Admins also automatically receive lead notifications by email.
Find more information on the following topics in our Helpcenter: