Understanding Team Member Permissions

Quick Answer

Heritage Web offers three team member roles with cascading permissions: View-Only (read-only access), Content Manager (full editing without financial access), and Admin (complete operational control). Content Managers and Admins have identical listing management capabilities — they can fully edit, submit, and manage all listings just like the account owner.

Overview

Team member roles are designed for different collaboration needs. Whether you need someone to monitor performance, manage content, or handle complete operations, there's a role that fits. Understanding these permissions helps you grant appropriate access while maintaining security.

Role Comparison Table

Permission	View-Only	Content Manager	Admin
View listings	✓	✓	✓
View messages	✓	✓	✓
View referrals	✓	✓	✓
View payment history	✓	✓	✓
Edit ALL listing fields	✗	✓	✓
Submit for review	✗	✓	✓
Edit pending versions	✗	✓	✓
Handle rejections	✗	✓	✓
Send messages	✗	✓	✓
Purchase leads	✗	✗	✓
Accept pro bono	✗	✗	✓
Manage payments	✗	✗	✓

Detailed Role Descriptions

View-Only Role

Purpose: Monitoring and reporting without modification rights

Perfect for:

Accountants reviewing finances
Marketing teams tracking performance
Partners monitoring activity
Compliance officers

Can Do:

View all listings and details
Read inbox messages
See lead opportunities
Download payment invoices
View pending listing versions
Monitor team activity

Cannot Do:

Make any changes
Send messages
Submit listings
Purchase anything
Accept pro bono cases

Content Manager Role

Purpose: Full operational management without financial access

Perfect for:

Office managers
Marketing specialists
Virtual assistants
Junior associates
Content creators

Can Do Everything View-Only Can, Plus:

FULL listing editing (same as owner)
Create new listings
Edit ALL fields and sections
Upload images and documents
Submit listings for review
Edit pending versions during review
Correct and resubmit rejected listings
Create multi-language content
Manage inbox communications
Respond to inquiries

Cannot Do:

Purchase paid referrals
Accept pro bono cases
Modify payment methods
Add/remove team members
Change account owner info

Admin Role

Purpose: Complete operational and financial control

Perfect for:

Office administrators
Senior partners
Trusted managers
Business partners

Can Do Everything Content Manager Can, Plus:

Purchase business referrals (charged to owner)
Accept pro bono cases (counts against owner's limit)
Manage payment methods
Full financial access
Complete account management

Still Cannot Do:

Remove account owner
Add/remove team members
Delete owner's account
Transfer ownership
See other team members

Critical Behaviors

Listing Management

Content Managers and Admins have identical editing capabilities
Both can fully manage the entire listing lifecycle
No partial permissions — it's either full edit or view-only

Financial Responsibility

All purchases charge the owner's payment method
Pro bono accesses count against owner's limit
Team members cannot use personal payment methods
Owner receives all purchase notifications

Privacy by Design

Team members cannot see each other
Only owner knows full team composition
Each member works independently
Activity logs track individual actions

Important Notes

Account-wide access — Permissions apply to ALL listings and features
No listing-specific permissions — Cannot limit access to certain listings
Immediate activation — Permissions active upon invitation acceptance
Role changes instant — Owner can modify roles anytime
Session isolation — Each account maintains separate context when switching

FAQs

Q: What's the main difference between Content Manager and Admin? A: Financial access. Both have identical listing editing capabilities, but only Admins can purchase leads and accept pro bono cases.

Q: Can I create custom roles or permissions? A: No. The three roles are fixed and cannot be customized. Choose the role that best matches needed capabilities.

Q: Do team members need their own Heritage Web accounts? A: Yes. Team members must create and verify their own Heritage Web account using the invited email address.

Q: Can team members see what other team members are doing? A: No. Team members cannot see each other or their activities. Only the account owner has visibility into team composition.

Q: If a Content Manager submits a listing, who gets notified? A: Both the account owner and the team member who submitted receive notifications about approval or rejection.