Team & Settings
User Roles & Permissions
Admin vs. User access, and how to set the right role for each person.
Noddle uses roles to control what each team member can see and do. Assigning the right role to each person protects your data and keeps your team focused on what matters to them.
Default Roles
Admin
Full access to everything — settings, billing, all contacts, all conversations, all reports, user management. Assign this only to owners and trusted senior managers.
User
Access to the core working tools — Contacts, Conversations, Calendars, and Opportunities. Cannot access Settings, Billing, or User Management. Good for most team members.
Most businesses operate with 1–2 Admins and the rest as Users.
What Each Role Can Access
| Feature | Admin | User |
|---|---|---|
| Contacts & Conversations | Full | Full |
| Calendars & Appointments | Full | Full |
| Opportunities / Pipeline | Full | Full |
| Email Campaigns | Full | Full |
| Automations | Full | Limited or None |
| Settings | Full | No |
| User Management | Full | No |
| Billing | Full | No |
| Reporting | Full | Limited |
Changing a User's Role
- Go to Settings > Team.
- Click Edit next to the team member.
- Change the User Role dropdown.
- Save.
The change takes effect immediately — the user's access updates on their next page load.
Best Practices
- Don't make everyone an Admin. Admin access includes billing and user management — most team members don't need this.
- Review roles when team members change responsibilities. A salesperson promoted to manager may need Admin access; a contractor finishing a project should be deactivated.
- Use role-based assignment in Automations. You can route contacts and conversations to specific users or roles automatically, so the right person always gets the right lead.