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!

  1. 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.

  2. Managers
    Managers can add/remove people to/from the Organisation and create teams. They cannot see users data unless they are a team's admin.

  3. Users:
    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.

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