Users & Permissions
The five user types, what each can see, and how to add, edit, impersonate and retire logins.
On this page
1The user types
Every login in ClientTether has a type, and the type decides what that person can see and change. The account itself has an Account Owner — the login created with the account — and the owner (or an Admin) creates everyone else from Settings → Users.
| Type | What they can do |
|---|---|
| Account Owner | Everything in the account: all contacts, all settings, billing, users, integrations. In an Enterprise, the owner of the top account can also push locks down to sub-accounts. |
| Admin | The same view and access as the Account Owner for day-to-day work — all contacts, action plans, templates, most settings, user management and export. |
| Standard | Works the contacts and the pipeline but with a reduced Settings list. Standard users can’t delete contacts from the list, can’t edit action plans and don’t see most account-level settings. This is the type built for the Call Center suite. |
| Salesperson | Sees only the contacts assigned to them, in the lists and in the Pipeline; no Dashboard, no action-plan editing, no account settings. Salespeople can still save their own filters. Export is only available if the account owner allows it in the export permissions. |
| SubContractor | Only offered when subcontractor scheduling is enabled. A subcontractor login sees the work orders assigned to them and nothing else — see Work Orders for Subcontractors. |
Where the fine-grained permissions live
Beyond the type, a few permissions are set elsewhere: who may export contacts (Settings → Enterprise, per user type), which Settings tabs each type sees, and any Enterprise locks. See Settings Overview and Account Types in ClientTether.
2Creating a user
In Settings → Users, click the add icon next to the Users List. The Add/Edit User form asks for:
- User Type — Standard, Admin, Salesperson (and SubContractor where enabled).
- First name, last name, phone, email, username — the username and email are checked for uniqueness as you type.
- Password and Repeat Password — the user will be made to change it the first time they sign in (see Logging in).
- Default Page — where this user lands after login: Dashboard, Accounts, Contact List, Pipeline, Calendar, Jobs.
- Default Contact Tab — which tab of the Contact Profile opens first: Whiteboard, History Notes, Text, Email, Event, Log-a-Call.
- Timezone and Operation Settings — the days and hours this user works, used when scheduling.
- Address, city, state, zip and a separate Scheduler Address for appointment routing.
- Show Calendar — whether this user’s calendar appears when comparing calendars for events.
- Send Daily Email Reminders — a morning email summarising the day’s contacts.
- User Custom Fields — values for any custom fields defined for users (see Custom Fields).
Press Save User. The new user signs in with the username and password you set, and is prompted to choose their own password immediately.
3Editing, logging in as, and removing users
Each row in the Users List has three actions:
| Action | What it does |
|---|---|
| Edit | Opens the same form as above. Owners and Admins can also set a new password here with Update Password. |
| Login as | Owners and Admins can open the account exactly as that user sees it — the quickest way to check what a Standard or Salesperson user is missing. Use Logout to return to your own login. |
| Delete | Deactivates the login and moves it to the Archived Users tab. The user can no longer sign in. Their contacts, notes and history stay in the account. |
Restoring a user doesn’t restore their password
When a user is deleted, ClientTether also replaces their password with a random one. Click to Restore in the Archived Users tab reactivates the login, but the person won’t be able to sign in until you set a new password from the Edit form.
Delete Permanently in the Archived Users tab removes the login for good. There is no undo. Only use it once you’re sure nothing still needs to be traced back to that user.
4The ID for API v2
The Users List shows an ID for API v2 against each user. Integrations that create contacts or post calls through the API use this ID to assign work to a specific user. See Integrations Overview.
5Troubleshooting
A user says they can’t see a contact
If they’re a Salesperson, they only see contacts assigned to them. Assign the contact (or change the user’s type).
A restored user can’t sign in
Set a new password in the Edit form — see the note above.
I can’t pick SubContractor as a type
Subcontractor scheduling isn’t enabled on the account. It’s part of the proposal/work-order setup; ask your Success Manager.
6Related pages
- Logging in — first sign-in, password rules and verification codes.
- Account Types in ClientTether — Enterprise accounts and locks.
- Work Orders for Subcontractors — what a SubContractor login sees.