How to manage user roles

This article outlines the multiple user roles and what permissions they are granted.

Note: Only admins can change roles.

How to change a user's role

Navigate to Team and click on a person.

In the Roles section, select the desired role from the drop-down.

To finish, just click Save.

Permissions for each role

There are four different roles: reps, managers, admins, and analysts. Listed below you'll find the permissions given to each role.

• Make calls.
• View their own calls and edit their call notes.
• View all scripts.
• View all objections and customer questions.
• View reports based on their own data.

A manager can do everything a rep can do as well as:

• View, edit, and delete calls.
• Create, edit, and delete scripts.
• Create, edit, and delete categories.
• Create, edit, and delete objections and customer questions.
• View reports based on all users data.

An admin can do everything that a manager can do as well as:

• Add, edit, and remove users.
• Manage account settings.
• Manage billing.
• Close the account.

An analyst can only view completed calls and reports. They cannot make or edit calls or manage scripts or the account.