Understanding user roles (Admin vs User)
Understanding user roles (Admin vs User)
There are two roles in Prospo: User and Organisation Admin. The role controls what each person can see and do.
User
The everyday role for advisers, paraplanners, and support staff. Users have full access to Prospo's features - meetings, AI tools, documents, email, SMS, and more. They cannot manage the organisation or other users.
Organisation Admin
The admin role for whoever runs the Prospo account - typically the practice manager or principal adviser. Org Admins can do everything a User can, plus invite and remove users, assign roles, manage billing, and configure organisation-wide settings.
We recommend having at least two Org Admins so there's always a backup if one person is unavailable.
Choosing the right role
If someone uses Prospo to do their day-to-day work, give them the User role. If they manage the team or the practice account, give them the Organisation Admin role.
Changing a user's role
- Go to Admin - Users
- Find the user and click Edit
- Change their role and save
Only Org Admins can change roles. No one can change their own role.