- Owner: full control of the account. Sees the whole business operation and configures the team’s permissions.
- Admin: runs the day-to-day operation (team, catalog, customers, agents) without access to the permissions settings.
- Member (Sales rep): works their own opportunities and customers, with a view focused on their own performance.
The Owner
The Owner has the complete view of the business:- Mission Control: sees the whole organization: all sales reps, campaigns, and amounts. The weekly digest email is sent only to the Owner.
- Opportunities: sees the entire pipeline, the metrics, and the per-seller filter. Decides whether sales reps see the whole pipeline or only the opportunities assigned to them.
- Customers: sees all customers and their metrics. Can reassign the owner (“assignee”) of any customer, and decides whether the team sees all customers or only their assigned ones.
- Team, Catalog, and Agents: full access. Creates, edits, and deletes catalog packages, manages the team, and enters the agents’ configuration.
- Permissions and visibility: the only one who can open this settings screen and adjust the two visibility settings.
The Admin
The Admin runs the operation but doesn’t configure permissions:- Mission Control: sees a personalized view focused on their own performance and how to improve (not the global view of the whole business). Doesn’t receive the weekly digest email.
- Opportunities: sees the pipeline, the metrics, and the per-seller filter. Their pipeline scope depends on the setting the Owner configured.
- Customers: sees customer metrics and can reassign the assignee. If the Owner limited visibility, sees only their assigned customers (plus those without an assignee).
- Team, Catalog, and Agents: management access. Creates, edits, and deletes catalog packages, manages the team, and enters the agents’ configuration.
- Permissions and visibility: cannot access this screen.
The Member (Sales rep)
The Sales rep has a view focused on their own work:- Mission Control: sees a personalized view centered on their own performance and how to improve, not the full business operation. Doesn’t receive the weekly digest email.
- Opportunities: sees the pipeline (the whole pipeline or only theirs, depending on what the Owner configures) and can move their opportunities. Doesn’t see the metrics or the per-seller filter.
- Customers: sees their assigned customers (plus those without an assignee, so they can pick them up). Doesn’t see customer metrics.
- Catalog: can view the packages, but cannot create, edit, or delete them. Doesn’t see catalog metrics.
- Agents (Inquiries): can view the section, but not the Summary/Configuration tabs or the agents’ configuration. Doesn’t see the metrics.
- Team: no access.
Tabs, metrics, and reactivation
Some rules apply to every role, regardless of the configuration:- Pipeline and Out of funnel: the tabs are visible to everyone. Anyone on the team can reactivate an opportunity that fell out of the funnel.
- Metrics: the metrics for Opportunities, Customers, Catalog, and Agents are visible only to the Owner and the Admin.
- Team: the entire section is visible only to the Owner and the Admin.