Roles in Follow Up Boss are used to give people the right amount of access to see contacts and edit settings for everyone on the account. Roles can be managed by going to Admin > Teams. 

Roles in Follow Up Boss

Roles available on all accounts:

• Account Owner 
• Admin 
• Agent 
• Lender

Additional roles available on Platform accounts: 

• ISA/Account Team Lead 
• Team Lead
• Lender/Account Team Lender

Owner Only Permissions  

• Billing management (plan, payment, invoices, calling add-on) 
• Exporting contacts permission. An owner will be notified of any export done on their account. 
• Managing Custom Stages and Custom Fields 
• Managing Appointment Types & Outcomes 
• Enabling and Disabling most Power-Ups
• Provide permission for the phone number(s) to be Ported Away 

Team Management 

Resource: Inviting your Team + Team Management

• Account Owner - Add and remove team members and teams (platform plan)
• Admin - Add and remove team members and teams

FUB Numbers 

Resource: Manage Phone Numbers

• Account Owner - Manage the calling add-on and numbers assigned to team members and inboxes.
• Admin - Manage numbers assigned to team members and inboxes
• All Other Roles - Manage their personal FUB number in My Settings

Porting in Numbers

Resource: Port Phone Numbers to Follow Up Boss

• All Roles - Can port numbers into FUB 

Importing Contacts 

Resource: Importing Contacts Overview

• Account Owner - Import contacts and view all account imports 
• Admin - Import contacts and view all account imports 
• All Other Roles - Import Contacts and view their personal imports

Company & Team Inboxes

Resource: Inbox Overview

• Account Owner - Create, manage, view, and communicate from all team inboxes.
• Admin - Create, manage, view, and communicate from all team inboxes
• All Other Roles - View and communicate from team inboxes they are assigned to 

Groups

Resource: Lead Flow Groups

• Account Owner - Create, edit, and delete groups
• Admin - Create, edit, and delete groups

Ponds 

Resource: Lead Ponds Overview

• Account Owner - Create, edit, and delete ponds
• Admin - Create, edit, and delete ponds
• All Other Roles - View lead ponds they are assigned to 

Lead Flow

Resource: Lead Flow Overview

• Account Owner - View and edit distribution, action plans, and the initial text 
• Admin - View and edit distribution, action plans, and the initial text 

Action Plans 

Resource: Action Plans Overview

• Account Owner - Create, edit, delete, and share all action plans 
• Admin - Create, edit, delete, and share all action plans 
• All Other Roles - Create, edit, delete, and share personal action plans with the Agent Action Plans Power-up enabled 

Automations 

Resource: Automations Overview

• Account Owner - Create, edit, delete, and share all automations 
• Admin - Create, edit, delete, and share all automations 
• All Other Roles - Able to view automations 

Smart Lists & Smart List Collections

Resource: Smart Lists Overview

• All Roles - Create, edit, and delete personal Smart Lists and Collections 

Assigned Smart List Collections

Resource: Power-Up: Assign Smart List Collections

• Account Owner - Create, edit, assign, and delete your Assigned Smart List Collections. Can view all Assigned Smart List Collections. 
• Admin - Create, edit, assign, and delete your Assigned Smart List Collections. Can view all Assigned Smart List Collections. 
• ISA/Account Team Lead - Create, edit, assign, and delete your Assigned Smart List Collections. Can view all Assigned Smart List Collections. 
• All Other Roles - Can view their Assigned Smart List Collections. 

Email & Text Templates 

Resource: Creating Email Templates & Creating Text Templates

• All Roles - Create, edit, delete, and share templates 

Calendar 

Resource: Calendar Overview & My Settings (enable calendar sharing)

• Account Owner - View and edit all team member calendars (with calendar sharing enabled) 
• Admin - View and edit all team member calendars (with calendar sharing enabled)
• ISA/Account Team Lead - View and edit all team member calendars (with calendar sharing enabled)
• Team Lead - View and edit their team’s calendar (with calendar sharing enabled)
• Lender/Account Team Lender - View and edit all team member calendars (with calendar sharing enabled)
• All Other Roles - View and edit their personal calendar 

Deals 

Resource: Deals Overview

• Account Owner - View, create, and edit all deals, pipelines, and custom fields
• Admin - View, create, and edit all deals
• ISA/Account Team Lead - View, create, and edit all deals
• Team Lead - View, create, and edit their team’s deals
• Agent - View, create, and edit their personal deals  
• Lender/Account Team Lender - View, create, and edit all deals
• Lender - View, create, and edit their personal deals  

Reporting 

Resource: Reporting Overview

• Account Owner - View all team member reports 
• Admin - View all team member reports 
• ISA/Account Team Lead - View all team member reports 
• Team Lead - View their team’s reports
• Agent - View their personal reports 
• Lender/Account Team Lender - Reporting is not available 
• Lender - Reporting is not available 

Lead Profile

Resource: Lead Profile Overview

• Account Owner - View and edit all leads
• Admin - View and edit all leads
• ISA/Account Team Lead - View and edit all leads
• Team Lead - View and edit assigned, collaborator, and pond leads and leads assigned to team members.
• Agent - View and edit assigned collaborator and pond leads 
• Lender/Account Team Lender - View and edit assigned leads + leads assigned to lender team members
• Lender - View and edit assigned leads 

Collaborators 

Resource: Collaborators

• Account Owner - View, add, and remove collaborators from all lead profiles 
• Admin - View, add, and remove collaborators from all lead profiles 
• ISA/Account Team Lead - View, add, and remove collaborators from all lead profiles 
• Team Lead - View, add, and remove collaborators from their team’s lead profiles 
• Agent - View, add, and remove collaborators from lead profiles they are assigned as the lender or collaborator of 
• Lender/Account Team Lender - View, add, and remove collaborators from assigned leads + leads assigned to lender team members
• Lender - View, add, and remove collaborators from lead profiles they are assigned as the lender or collaborator of 

Tasks 

Resource: Tasks Overview

• Account Owner - View and edit tasks for all team members
• Admin - View and edit tasks for all team members
• ISA/Account Team Lead - View and edit tasks for all team members 
• Team Lead - View and edit tasks for themselves + tasks assigned to their team members
• Agent - View and edit tasks for themselves 
• Lender/Account Team Lender - View and edit tasks for themselves + tasks assigned to their team members.
• Lender - View and edit tasks for themselves.