Tailored user permissions for secure client management

Lock down sensitive data and give your team the control they need.
User-level and group-level settings
Financial visibility controls
Contractor and collaborator access

Accelo lets you customize permissions for:

Creating new users
Creating requests
Editing calendars
Editing emails
Editing passwords
Exporting data
Publishing quotes
Reassigning work
Updating rates
Viewing dashboards

Take a tour of the client portal

Customize your Accelo access with:

Three preset user types

Get started quickly by assigning your users one of three user types with secure default settings: Administrator, Professional or Contractor.
Access Permissions
Access Permissions

Customizable permissions for individuals

Decide which users are permitted to create, edit and delete objects in Accelo to enable the security levels you’re comfortable with.

Inherited group permissions

Create groups of users for your internal teams to make it simple to add new users or edit teams.
Access Permissions

Client portal permissions

Control what your clients see in their portal. Set for a single company or use convenient global permissions.

Free up billable time and offer the visibility your clients want

Discover more about our robust sales capabilities

Turn curiosity into profits by streamlining how your team tracks and closes deals.

FAQs

What can each user type do in Accelo?

Can I edit what individual users can access?

Can we try Accelo before signing up?

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