User Permissions

Levitate has four different user types that can be assigned, user by user. From least to most access to the platform and features— Limited User, User, Admin, and Super Admin.


Below is a handy table to lay out which features or functions each type of user can access while using Levitate!


Feature or Function Account Setting Limited User User Admin Super Admin
Send or post on behalf of other users Editable No No Yes Yes
Create and Post blogs Hard-coded Yes Yes Yes Yes
See Public Contacts Hard-coded Yes Yes Yes Yes
Send to Public Contacts Hard-coded No Yes Yes Yes
See Private Contacts Hard-coded No No No Yes
Send to Private Contacts Hard-coded No No No Yes
See Contact Owners and Connections Hard-coded No Yes Yes Yes
See Archived Contacts Hard-coded No No No Yes
View all scheduled content Hard-coded No No Yes Yes
Key Date cards-- Contacts I Own Editable Yes Yes Yes Yes
Key Date cards-- All Contacts Editable No No Yes Yes
Birthdays Editable No No Yes Yes
Create and Manage Automations Editable No No Yes Yes
Schedule or Start Automations Editable Yes Yes Yes Yes
Connect a Google Business Profile Hard-coded No No Yes Yes
Reply to Google Reviews Hard-coded No No Yes Yes
Create Surveys and Events Hard-coded No No Yes Yes
Add to a Data Board (Donation, Policy, Opportunity) Hard-coded Yes Yes Yes Yes
See all Opportunities Editable No Yes Yes Yes
Access and Generate API Keys Hard-coded No No Yes Yes
Add or Remove Tags from a Contact Hard-coded Yes Yes Yes Yes
Completely Delete a Tag Hard-coded No No Yes Yes

Editable vs. Hard-coded

Editable features or functions are able to have their availability to different types of users updated or changed by your Success Specialist or our Support team. Hard-coded features or functions are not able to be updated by setting change.


How do I get editable features or functions edited?

Reach out to your Success Specialist or to our Support team. Not every feature is built equally— so some have more wiggle room for edits than others.


Why are some contacts private and some public?

The status of a contact being private or public all depends on what you chose when initially setting up Levitate— if you chose to keep your contacts private, only you and connections to that contact (as well as Super Admins) will be able to see them. If you choose public, all users will be able to see them.


What's a connection and how does it impact privacy?

A connection is generally a user on Levitate that has emailed the contact at least once. If each user chooses to keep their contacts private, a connection will still be able to see that contact and their timeline. Limited users can be limited to seeing only their correspondence with a certain contact or connection.


Connections can also be defined by roles brought over from an integration. Some integrations give multiple paths for contact ownership— for example, some insurance AMS systems allow a contact to have both a CSR and Producer. When being pulled into Levitate, we can recognize a connection to both users and not just one— but there will always be one contact owner. Read more about connection types + integrations here.

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