Published at: 2026-09-17
Account pool role permissions and type reference
Overview
Compare Account Pool administrator and member permissions for each Account Pool type.
Role permissions
| Role | Main permissions |
|---|---|
| Account Pool administrator | Assign, withdraw, or transfer Account Pool Accounts and maintain pool rules |
| Account Pool member | View, claim, or receive Accounts according to the Account Pool type |
Account Pool types
| Type | Member visibility | Member claim | Administrator assignment |
|---|---|---|---|
| Visible and claimable by users; assignable by administrators | Can view unassigned Accounts | Supported | Supported |
| Hidden from users; assignable by administrators | Cannot view unassigned Accounts | Not supported | Supported |
Data Range for unclaimed Accounts
Account Pool field settings can hide phone numbers, email addresses, and other sensitive fields. They can also restrict access to other CRM module records and Sales Records.