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What is the users and roles features in Vira?

This feature allows an admin to grant access to other users for the Vira dashboard.

  1. How can I access the User and Role feature?
    • Go to any HubSpot contact.
    • Navigate to the Vira CRM card.
    • Click on "Dashboard."
    • Open the menu and find the "User and Roles" action item.
  2. How many admins can there be?
    • There is only one admin per account.
  3. Can the admin be changed?
    • No, the admin cannot be changed directly.
    • To change the admin, a support ticket must be raised.
  4. How can an admin add a new user?
    • Click the "Add User" button.
    • Enter the user’s email.
    • Set their permissions.
  5. Can an admin grant dashboard access without permissions?
    • Yes, an admin can grant Vira dashboard access to any user.
    • By default, the user will only be able to see the "Accounts" tab, while all other sections remain locked.
  6. Can a user request dashboard access?
    • Yes, a user can request access by clicking the "Request Access" button under the Vira CRM card.

 


     

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