Role overview
Admin
Admins have unrestricted access to your tenant. They can do everything, including the following.- 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.- Can do
- Cannot do
- Create, view, and edit customers, leads, and bids, and view transactions
- Create and manage customer contacts and customer webhooks
- Add and remove customer funds
- Make a card the default or remove it
- Invite customer users, and resend or revoke invites
- Access analytics
- View the marketplace
- Connect an AI assistant, when your account has it
Sales
Sales users have read-heavy access designed for prospecting and customer acquisition.- 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.- Can do
- Cannot do
- View leads
- Update lead data
Permission reference
For a complete breakdown, here’s what each role can access.Platform features
Account & settings
Lead operations
Customer operations
Your role decides which links appear in the sidebar and the settings menu. If a page is missing for someone, check their role first.