Users, Roles, and Permissions

Written by Erik Wantland

Last published at: December 9th, 2020

Follow Up Boss accounts have four different roles:

  1. Owner
  2. Admin
  3. Agent
  4. Lender

Each role has its own set of access and permissions. If you aren't sure if you have access to a certain feature of your account, you've come to the right place for a master overview of each role's account permissions:

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