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User Roles, Permissions and Assigned data : Subaccount

This article will show you how to manage user roles and permissions at the sub-account level in Bizura. You’ll learn how to control what your users can access, assign custom visibility rules, and configure powerful granular permissions for modules li

Last updated: May 26, 2026


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On this page

  • What are User Roles and Permissions?
  • Key Benefits of Sub-account Roles & Permissions
  • How to Set Up Sub-Account Roles & Permissions
  • Step 1: Go to Settings › My Staff
  • Step 2: Choose a User or Create a New One
  • Step 3: Assign a Role: Admin or User
  • Step 4: Enable/Disable Modules as Needed
  • Step 5: Set 'Only Assigned Data' if Needed
  • Step 6: Save Your Changes
  • Restrict Visibility with “Only Assigned Data”
  • Assigning Roles & Permissions
  • Copy Permissions Between Users
  • Module-Specific Granular Permissions
  • Frequently Asked Questions
  • Related Articles

In this folder

  • Agency Company Settings in Bizura
  • Branding System-Generated Links (API Domain)
  • How To Upgrade to Bizura's Agency Pro Plan ($497 SaaS plan)
  • How to Delete a Subaccount/Location
  • Customizing Bizura Menus: A Guide to Custom Menu Links
  • Optimize Experience Features
  • How to change Agency's address in Bizura?
  • How do I find my Agency's Relationship Number?
  • Billing Related Questions for Agencies
  • Login As User (Agency Admin Only)
  • How to make agency subscription payments with 3DS cards?
  • Agency Tax ID Guide
  • Unified Payment Options Across All SaaS Locations
  • In-App Banner Management
  • Snapshot Version Management
  • How do I find my Client's Location ID?
  • Media Storage & File Upload Limits
  • Company Object Automation
  • Where and How to Configure the Missed Call Text Back Feature
  • Multi-Select in Media Storage
  • Account Billing Dashboard
  • Custom Values Settings
  • Complete Guide to Media Storage!
  • Understanding the Manage Scoring Page in HiRise Design
  • WhatsApp Settings
  • User Access
  • Email Signatures
  • Admin Vs. User Roles and Permission Scopes
  • How to create a user or admin to manage multiple HL locations without giving them agency access?
  • Troubleshooting Login issues

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