Salestrail's dashboard has a hierarchical structure to help you share and monitor data effectively with your team members. Learn what are the different roles and their accessibilities here!
Owners - the highest position.
Owners can add/remove people to/from the Organisation and create teams. They also have access to everyone's call data.
Managers can add/remove people to/from the Organisation and create teams. They cannot see users data unless they are a team's admin.
Users can only see their data on the dashboard. They cannot add/remove people to/from the Organisation or create teams.
In addition to these roles you can make someone a Team Admin. Team Admins are able to follow the call data of users that are members of the team they are a team admin on.
Managers and users can be appointed as Team Admins. Owners can already see everyone's data, so there is now need to add them as team admins.