03 · Roles permissions and views | JourneyFuse Academy

Learn how to choose the right access for each person in your agency. We compare Owner, Admin, Agent, and Support Staff, explain the separate Agency template editor permission, and demonstrate how My View differs from Agency View. You’ll learn: • Where to review an advisor’s access • Which roles include agency financial and billing access • How extra permissions differ from a workspace role • Why email delivery and commission splits are separate decisions • How the view switch changes the records you see without changing permissions Chapters 00:00 Roles, extra permissions, and views 00:15 Find an advisor in Settings 00:52 Open the profile and Access tab 01:21 Owner, Admin, Agent, and Support Staff 02:28 Agency template editor 02:49 Email controls and reassignment are separate 03:19 My View versus Agency View 04:22 Recap and next lesson Recorded in the fictional Horizon Travel Group demo agency. Next: Email identity and delivery controls. JourneyFuse: https://journeyfuse.com Continue in JourneyFuse Training: https://journeyfuse.com/academy More Agency track lessons are coming soon.