What's the difference between user roles (admin vs. staff)?

Admin users have full access to RootLogic settings — they can add or remove team members, change automation workflows, manage integrations, view all reporting, and adjust account-level configurations. The practice owner and office manager typically hold Admin roles. Assign Admin carefully: an Admin who accidentally changes an automation can disrupt your lead follow-up sequences.

Users have access to the day-to-day tools — the pipeline, conversations inbox, calendar, contacts, and the ability to send texts and emails. They cannot access system settings, automations, or billing. Front desk coordinators and call handlers should be set up as Users. This is the right role for anyone whose job is working leads, not managing the platform.

If someone needs their role upgraded or downgraded, send a quick message to your account manager at Vitality with the person's name, email, and the role they need. Role changes take effect immediately once made. You cannot change another user's role from within the standard User view — it requires Admin or agency-level access.