Every person who works in Tribe CRM has one of two access levels: end-user or administrator. Understanding this distinction is the starting point for anyone taking on the administrator role.
Table of Contents
The End-User
An end-user works in Tribe. They create relations, log activities, manage tasks and appointments, send emails, and use dashboards to track their work. Their experience is shaped by the configuration that has been set up for them — they work within the system as it has been designed.
End-users do not see the Configuration menu. They cannot add fields, change layouts, manage other users, or adjust permissions.
The Administrator
An administrator works on Tribe. Their job is to configure the system so that end-users can do their work as effectively as possible. This includes:
Managing users — creating accounts, assigning roles, and controlling what each person can see and do
Configuring the data model — adding fields, setting up layouts, managing labels and products
Building templates — creating the email and document templates that users rely on every day
Setting up reporting — building the dashboards, widgets, and views that give the team the right information at a glance
Administrators have full access to the Configuration menu. They can see and change settings that end-users never encounter.
Note! In many organisations, the administrator is also an end-user. You use Tribe for your own work and manage the system for your colleagues. That is completely normal. Just keep in mind that some things you see in Tribe, like the Configuration menu, are invisible to the people you manage.
Key Differences At A Glance
| End-user | Administrator |
Works with relations, activities, and tasks | ✅ | ✅ |
Uses dashboards and views | ✅ | ✅ |
Accesses the Configuration menu | ✗ | ✅ |
Creates and manages user accounts | ✗ | ✅ |
Adds or edits fields and layouts | ✗ | ✅ |
Manages email and document templates | ✗ | ✅ |
Creates widgets for the whole organisation | ✗ | ✅ |
How To Recognise Whether You Are An Administrator
Open Tribe and look at the left-hand navigation menu. If you see a Configuration option, you have administrator access. If you do not see it, you are set up as an end-user.
If you need administrator access and do not have it, contact the person at your organisation who manages Tribe.