How to Set Up User Roles in Visual Visitor (Reseller Admin, Admin, and User)

Visual Visitor uses a role-based access control system to ensure each team member and client has the right level of access to account data and settings.

Available roles

1.  Reseller Admin:  The highest permission level in a reseller account. Can create and delete sub-accounts, manage billing, configure white-label branding, access all client dashboards, and view aggregate reporting. Typically assigned to the agency owner or account director.
   
2.  Admin:  Full access to a single account or sub-account. Can configure ICP, webhooks, alerts, and Known Customers. Can add or remove Users. Cannot manage billing or create new sub-accounts.
   
3. User:  Read-only or limited access. Can view the visitor dashboard, search leads, and export data, but cannot change account configuration settings. Appropriate for sales reps or junior team members who only need to view leads.
   

Reseller Admin access is only available for your host account.

How to add a new user

 

1.     Log in to the account where you want to add the user.

 

2.     Go to Configuration > Users (or Settings > Users).

 

3.     Click Add New User.

 

4.     Enter the user's email address, name, and select their role.

 

5.     Click Save. The user will receive a setup email with a password link.

Shared logins:Users should not share login credentials. Each person who needs access to Visual Visitor should have their own user account. Sharing logins can cause data attribution issues and compromises account security. 

Login As Client: Reseller admins can use the Login As Client feature to access any sub-account dashboard without needing the client's password. This is the recommended approach for resellers managing client accounts.

Find what permissions each user role has, here.

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