Organization Admin

• Ceates an organization
• Selects a subscription
• Can create users stated below
• Can invite Organization Users by Email
• Can assign roles to users that are stated below
• Can manage the status of its organization
• Dashboard (Organization Info, All Organization Users, Companies, Projects, Project Team Activities, Pipelines, Deals and Deals Statistics)

Sales Manager

• Can view prospecting page and all pipelines under his/her current organization
• Can manage deals
• Can create Sales Team Members stated below
• Can invite Sales Team Members by Email
• Can assign specific pipelines to Sales Team Members
• Dashboard (Sales Team Members Activities, Pipelines, Deals and Deals Statistics)

Sales Team Member

• Cannot view the prospecting page
• Can view any pipelines that have deal cards assigned to this user
• Can manage deals that belong to pipelines assigned to this user
• Dashboard (Activities, Pipelines, Deals and Deals Statistics)

Company Manager

• Can create users stated below
• Can invite Organization Users by Email so long as they are also Company Managers
• Can manage the status of companies assigned to this user
• Dashboard (Company Info, All Company Users, Projects, Project Team Activities, Project Tasks, Project Tasks Statistics)

Updated on: 19/03/2025