Overview
From Account Executives, to Sales Leaders, to RevOps professionals and beyond, your go-to-market team likely has many different roles and responsibilities. Based on their role, each user in Apollo will need varying levels of access.
With permission policies, admins have a robust set of controls to limit what each member of your team has access to in Apollo. This ensures that everyone on your team can succeed while also having the appropriate level of permissions based on their individual roles.
Refer to the steps below to learn how to create and assign permission profiles in Apollo.
Default Permission Profiles
Apollo provides the following default permission profiles:
- Admin
- Non-admin
Admin permission profile settings related to user management, billing, appearance, and interface are enabled by default and can't be turned off.
Create a New Permission Profile
Custom permission profiles are available for teams with an organization plan. Need access? Upgrade your Apollo plan.
To create a new permission profile:
- Launch Apollo and click Settings > Users and teams > Permission profiles.
- Click New Profile.
- Enter a name for the new permission profile, then click Create.
- Apollo automatically opens settings for your new permission profile. Use the toggles to enable or deactivate across the Apollo platform for users assigned this profile.
- To view and apply more granular feature permissions, click on a feature to expand it. Check each individual permission you want to enable for the related feature.
Apply the Email visibility setting in the Emails section with caution. If you select can see all emails from other users, all Apollo users within your organization have access to view every other user's email activity. This includes all the emails that Apollo imports from each user's connected mailbox, whether a user sends them through Apollo or not.
If you have a large team and are concerned about email confidentiality, Apollo recommends that you select the following checkbox instead: can see outbound emails sent within the Apollo platform and replies to those emails, but not other emails. This means that users can only see the emails sent and replied to through Apollo. They do not see any other emails from your users' connected mailboxes. And voila, you've kept your team's email privacy safe and sound!
- Click Save Changes.
You've now created a new permission profile. Repeat this process to create additional permission profiles as needed.
Edit Permission Profiles
You can edit your permission profiles to customize each profile's level of access to various activities in Apollo.
To edit an existing permission profile:
- Go to Settings > Users and teams > Permission profiles.
- Find the permission profile you want to edit, then click ... > Edit.
- Update this permission profile's settings as needed, then click Save Changes.
Assign Permission Profiles
Add New Users
When you add a new user in Apollo, you'll select their permission profile before sending them an invite.
Learn more about adding new users to Apollo.
Reassign Existing Users
Your teammates might change roles or require different permissions after you've added them to Apollo. You can reassign their permission profile at any time to accommodate these changes.
To assign a different permission profile to existing users:
- Launch Apollo and go to Settings > Users and teams > Users.
- Check each user you want to reassign, then click Edit permission profiles.
- Select a permission profile, then click Save.
You've assigned a new permission profile to your teammate.