Salestrail

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 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: 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.

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.