Role overview
Admin
Admins have unrestricted access to your tenant. They can do everything, including:- Manage all platform features (leads, customers, bids, sources, lead types, etc.)
- Invite users and manage roles (including changing other admins’ roles)
- Access billing and subscription settings
- Configure company profile and compliance settings
- Manage domains and white-labeling
- View analytics and reports
- Access marketplace settings
Customer Support
Customer Support users can manage day-to-day customer operations without access to sensitive settings. They can:- Can do
- Cannot do
- View and edit customers, leads, bids, and transactions
- Create and manage customer contacts
- Add and remove customer funds
- Manage payment methods
- View and revoke invites
- Access analytics
- View the marketplace
Sales
Sales users have read-heavy access designed for prospecting and customer acquisition. They can:- Can do
- Cannot do
- View customers, leads, bids, and transactions
- View bid history
- Send and revoke customer invites
- Access analytics
- View the marketplace
Data Validation
Data Validation is the most restricted role, focused purely on lead quality review. They can:- Can do
- Cannot do
- View leads
- Update lead data

