Agency User Roles and Permissions in Sparkforge

Agency-level user management in Sparkforge gives admins precise control over which modules each user can access and which sub-accounts they can see.

Open a user's permissions

1. Go to Settings > Team.
2. Click the edit icon on the user.
3. Click Roles & Permissions in the left menu.

Set user type and role

• User Type: agency-wide or scoped to a specific sub-account.
• Role: admin or user.

Restrict access to specific sub-accounts

Agency admins can be limited to a subset of sub-accounts. Example: an admin assigned to 78th Avenue and A Mailbox NYC cannot see Baker's Inn.

Module and granular permissions

Permissions work at two levels:

• Module: toggle the entire module off to hide it.
• Granular: use checkboxes to limit specific actions inside the module.

The new structure stays backward-compatible with prior permission sets.

What each module covers

• AI Agents: build/manage Voice and Chat AI agents, training, call logs, summaries.
• Account Settings: business info, time zone, domains, branding.
• Account Tools: imports, exports, URL redirects.
• Automation: Workflows, Triggers, run logs.
• Blogs: posts, categories, authors, settings.
• Calendars: calendars, availability, round-robin, appointment types.
• Certificates: course completion certificates.
• Communities: groups, posts, members, moderation.
• Contacts: create, edit, delete, import, export.
• Conversations: SMS, email, calls, social DMs inbox.
• Forms / Funnels / Surveys / Quizzes / QR Codes: build and publish.
• Integrations: Google, Facebook, Ads, Email, Phone connections.
• Marketing: email/SMS campaigns, Social Planner, templates.
• Medias: media library.
• Memberships: courses, lessons, offers, learners.
• Opportunities: pipelines, stages, deals.
• Orders / Payments / Payment Settings / Products / Subscriptions / Taxes / Transactions: commerce stack.
• Reputations: reviews and listings.
• Dashboard: analytics widgets.
• WordPress: plugin and site sync.
• Launchpad / Gokollab: onboarding and creative collaboration.

Sub-account settings (granular)

Delegate sub-account admin work without exposing sensitive areas:

• Sub-Accounts List Page: who can view and manage sub-accounts.
• Manage Client Page: client-level config access.
• Sub-Account Billing: billing actions at the sub-account level.
• Sub-Account Company Settings: high-impact company config.

If a user hits a restricted area, Sparkforge shows a contextual message explaining the limit.

Stop a user from creating new sub-accounts

1. Agency view → Settings > Team.
2. Open the user → Roles & Permissions.
3. Find Sub-Accounts under the Agency module.
4. Uncheck Create Sub-Accounts (and Delete if needed).
5. To hide the module entirely, toggle Sub-Accounts = Off.

Login As control

User Management → Login As controls whether an admin can impersonate another user. Default: enabled. When disabled, the Login As option is hidden for that admin. Path: Agency Settings → Team → Edit user → Roles & Permissions → User Management.

Copy permissions

Clone an existing user's permission set onto another user. Example: when a new sales rep joins, copy a peer's permissions instead of rebuilding.

Adding clients

Don't add clients as agency-level users. Add them inside their specific sub-account so they don't see other locations.

1. Open the client's sub-account.
2. Go to Settings > My Staff.
3. Click + Add Employee in the top right.
4. Enter name, email, and role (User in most cases).
5. Set module permissions and granular toggles.
6. Enable Only Assigned Data to limit visibility to records assigned to them.
7. Save.