> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trama.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Visibility

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

## 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                            |