Super Admin vs Customer Admin Access Levels
Super Admin Access
Purpose: Reserved exclusively for Dazos staff to manage advanced system settings and configurations.
Who can grant it: Only Dazos staff members
What it controls: Advanced system settings, not data visibility
⚠️ Important: Super Admin access should never be granted to customer users. This is a Dazos-only access level for internal system management.
Customer Admin Access
Purpose: Allows customer users to manage their organization's users, roles, and basic administrative functions.
Who can grant it: The customer's designated Dazos Administrator
What it controls: User management, role assignments, and basic administrative tasks within the customer's instance
💡 Note: In the customer's CRM interface, the "Admin" checkbox they see actually represents Customer Admin access, not Super Admin.
Resolving Account Visibility Issues
When users report that they cannot see accounts or other CRM data, the solution is not to make them an admin. Account visibility is controlled by two specific settings:
1. Treatment Program Setting
Navigate to Settings → User Management → Users
Find the user and click Edit (pencil icon)
Check the "Treatment Program" field in their profile
If set to a specific program, they'll only see accounts tagged to that program
To see all programs, leave this field blank or assign the correct program(s)
Click Save
2. Role Permissions for Accounts Module
Navigate to Settings → CRM Settings → User Management → Roles
Select the user's assigned role
Click "Edit Privileges of This Profile"
In the Accounts section, ensure "View" permission is enabled
Click Save
Proper Escalation Procedures
What NOT to Do
Do not make customer users Super Admins
Do not grant Customer Admin access to resolve data visibility issues
Do not bypass the customer's internal administrative structure
Correct Approach
First: Check the user's Treatment Program setting
Second: Verify role permissions for the specific module (Accounts, Leads, etc.)
Third: If admin access changes are needed, direct the customer to their designated Dazos Administrator
Verification Steps
After making changes to Treatment Program settings or role permissions:
Have the user log out completely and log back in
Clear browser cache and cookies if needed
Wait 10-15 minutes before testing access
Verify the user can now see the expected accounts or data
Tips & Notes
✅ Best Practice: Always troubleshoot data visibility through Treatment Program settings and role permissions before considering any admin access changes.
⚠️ Warning: Making someone a Super Admin or Customer Admin will not resolve data visibility issues and creates unnecessary security risks.
💡 Tip: Customer Admin access decisions should always be made by the customer's organization, not by Dazos support staff.