Roles and permissions
What Sales Reps, Managers and Administrators can each do, and how the Closer and Setter assignments fit in.
Everyone in an organization has one of three roles: Sales Rep, Manager or Administrator. Everyone sees the same seven tabs. Your role decides which controls appear inside them and whose data you can open.
The three roles
- Sales Rep: knocks doors, records outcomes, creates leads and sets appointments. Everyone who joins with a Sales Rep or Closer code starts here.
- Manager: runs the team. Sees every lead and appointment, the team's totals and territories, and can invite and manage Sales Reps.
- Administrator: everything a manager can do, plus roles, passwords, organization settings and integrations.
Closer and Setter
Closer isn't a role. It's a switch on a person, and any role can have it. A closer can be picked as the closer on an appointment, and can open and edit the leads assigned to them. On a person's row in the member list, Closer · Taking or Closer · Not Taking shows whether they're accepting appointments.
Setter and Closer are also the two people on every lead and appointment: the setter is who set it, and the closer is who's going to close it. Anyone who can edit the lead or appointment can change either one, and choosing No closer takes the closer off. Admins can tap Show history beside either picker to see every change. See Closers and setters.
Who can do what
| What | Sales Rep | Manager | Administrator |
|---|---|---|---|
| Record knocks and create leads and appointments | Yes | Yes | Yes |
| Edit or delete a knock pin | Their own | Any | Any |
| See leads on the Leads tab | The ones they set | All | All |
| Edit a lead | Ones they set or close | Any | Any |
| Delete a lead | Ones they set | Any | Any |
| Edit an appointment | Ones they set or close | Any | Any |
| See homeowner details on the team calendar | Their own appointments | All | All |
| See the Leaderboard | Yes | Yes | Yes |
| See Team Totals on Stats | No | Yes | Yes, and any rep's numbers |
| Draw, edit and delete territories | No | Yes | Yes |
| Read a rep's AutoKnock day | Their own | Any rep's | Any rep's |
| Invite people and approve join requests | No | Yes | Yes |
| Disable members, turn Closer on or off | No | Sales Reps only | Anyone but themselves |
| Change someone's role | No | No | Yes |
| Set a new password for a member | No | No | Yes, except other admins |
| Commission rates | No | Read only | Read and change |
| Change what counts as Qualified | No | No | Yes |
| Organization name, Admin Settings, SitePilot, Reporting API key | No | No | Yes |
Nobody can change their own role or Closer switch, or disable themselves. Ask another admin.
Changing roles
Admins change roles on the organization's member list. See Manage team members.
Still stuck? Contact support.