Teams
Roles and Permissions
Every user in SalesMagic has a role. Your role determines the features you can access and the actions you can perform within the app. The list of supported roles is as follows:
Sales Rep: A sales rep has the ability to create prospects, make calls, and access call analytics. Their view is customized to display the calls and modules they are working on.
Manager: A manager can do everything that a sales rep can do. In addition they can manage a team of users. For example, managers can invite new users and can define teams composed of multiple other users. Thier view is customized to show the progress of their team members.
Admin: An admin can access all features of SalesMagic. This includes everything a sales rep or manager can do, plus the ability to change the pricing plan, make payments, share prospects with the entire organation, and delete the organization. Admins can also access all users within their org from the "My Team" page. When you create a new organization, you are given the role of admin by default. An organization must always have at least one admin.
Hint
You can see what role you've been assigned by clicking on your name in the bottom of the navigation bar. This will open the Edit User dialog, where your role is displayed.
It's possible to assign admin privileges to a non-admin role. For example, to allow a Sales Rep to be able to manage subscriptions or delete the org. This is most useful for orgs with a single user where that user wants to act as a sales rep but still have full control over the account. The user who initially created the org may have admin privileges if they selected a Sales Rep or Manager role during onboarding. This can be changed later via the org's Manage Users menu option and then clicking the Change Role button next to the user:
