Visibility - Trama

The customer assignee

Each customer has an assignee: the member responsible for that relationship.

It’s assigned automatically to the sales rep who takes the lead.
The Owner and the Admin can reassign it at any time.
Customers without an assignee stay visible to the whole team, so anyone can pick them up.

This assignee is the basis of per-customer visibility: if the Owner limits visibility, each person sees only the customers (and the conversations of those customers) they’re assigned to.

The visibility settings

From the Permissions and visibility screen, the Owner turns on two settings (only the Owner can access this screen):

Setting	When enabled	When disabled
Opportunities	Each sales rep sees only the opportunities assigned to them.	The whole team sees the entire pipeline.
Customers	Each member or admin sees only the customers they’re assigned to.	The whole team sees all customers.

The Customers setting also covers the conversations in Agents (Inquiries): if visibility is limited, each person sees only the conversations of their assigned customers. Conversations with no assigned customer stay visible to everyone.

Summary by section

Section	Owner	Admin	Sales rep
Mission Control	Whole business + weekly email	View of their own performance	View of their own performance
Opportunities	Full pipeline + metrics + filter	Pipeline (per config) + metrics + filter	Pipeline (per config), no metrics
Customers	All + metrics + reassign	Assigned or all (per config) + metrics + reassign	Their assigned customers, no metrics
Team	Full access	Full access	No access
Catalog	Create / edit / delete + metrics	Create / edit / delete + metrics	View only, no metrics
Agents (Inquiries)	View + Summary/Config + metrics	View + Summary/Config + metrics	View only, no config or metrics
Permissions and visibility	Exclusive access	No access	No access

⌘I