User Types

Understand the different Teams and user types within them. Learn about the visibility and functionality each user type has within the system.

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Within the system, User types dictate the access available to that user in the system, to allow you the ability to restrict certain access where needed.

Management Team

Always present for every partner, and contains the Super-Admin Users

• Super Admin – access to everything including Admin and Analytics

Internal Team

A team within a broker that you separate for reporting purposes e.g Sales teams headed by a particular manager.

• Team Member – This is a Team Manager who has access to everything set within their team excluding Admin and Analytics
• Lead Manager – This is a Sales Manager who has access to their Pipeline, Leads, Customers and the ability to price.
• Lead Generator – Access only to their Pipeline, Leads, Customers and Tasks.