Advice and answers from the karmaCRM Team

In karmaCRM, there are 3 different types of users that can be added to an account. The Owner, Admin, and User. 

The Owner has full control of the account. They are responsible for billing, upgrading and downgrading the account, canceling the account. They have the ability to customize the account, see all data on the account, add and remove users, and apply restrictions to users abilities for exporting and deleting data. There can only be 1 owner on the account. As the owner, you are our primary point of contact should there be a billing issue or a problem with the account unless you appoint another user to handle this aspect of the account. Ownership can be transferred at any point, but can only be changed with your written permission. 

Admins on the account have the ability to customize the account, see all data on the account, add and remove users, and apply restrictions to users abilities for exporting and deleting data. You can have as many admins as you would like or have none if that is what you wish. As the owner of the account, you can restrict admins from being able to delete or export data. Common uses of admins:  managers and assistants to help you set up the account.   

Users on the account only have the ability to view, add, delete and edit data. They have a limited number of integrations they can add to their account. As the owner of the account, you can restrict users from being able to delete or export data, and from viewing specific data by making it private. 

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