Getting started
Roles and access
Understand what Owners, Admins, Members, and Salespeople can do.
Your organization role and team assignments determine what you can see and change.
| Role | Typical access |
|---|---|
| Owner | Full organization access, including ownership transfer and changes that affect another owner |
| Admin | Manage members, markets, teams, discovery settings, scoring, integrations, and organization keys |
| Member | View the teams assigned to them and review their available leads, routes, and activity |
| Salesperson | Work assigned leads and routes, update lead details, and capture visit outcomes |
Owners and admins can work across every team. Members and salespeople see only the teams assigned to them.
Check a person’s access
Open Settings.
Select Members.
Search for the person by name or email.
Select the settings icon at the end of that person's row.
Review Organization role and Team assignments.
At least one owner must remain in the organization. Only an owner can transfer ownership or make a change that affects another owner.