What is the users and roles features in Vira?

This feature allows an admin to grant access to other users for the Vira dashboard.

1. How can I access the User and Role feature?
   • Go to any HubSpot contact.
   • Navigate to the Vira CRM card.
   • Click on "Dashboard."
   • Open the menu and find the "User and Roles" action item.
2. How many admins can there be?
   • There is only one admin per account.
3. Can the admin be changed?
   • No, the admin cannot be changed directly.
   • To change the admin, a support ticket must be raised.
4. How can an admin add a new user?
   • Click the "Add User" button.
   • Enter the user’s email.
   • Set their permissions.
5. Can an admin grant dashboard access without permissions?
   • Yes, an admin can grant Vira dashboard access to any user.
   • By default, the user will only be able to see the "Accounts" tab, while all other sections remain locked.
6. Can a user request dashboard access?
   • Yes, a user can request access by clicking the "Request Access" button under the Vira CRM card.
     

 

 

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