For admins

What an admin can do

Everything an owner can, except change the card and cancel.

roles · admin

Finishing a setup someone else started

A wizard resumes at the screen it was left on, for anyone who can manage the office.

setup · wizard

The products page, for admins

Cards for every product, the team below, and the badges that ask for action.

products · dashboard · team

Inviting a rep

Name, email, role, send. The rep sets a password from the email.

team · invite · reps

Removing a rep

Remove stops the login now; the products keep the rep's history.

team · reps · turnover

Reading the Referrals dashboard

Partners enrolled, referrals received, sold, installed, and paid, by rep.

dashboard · referrals

Reading the Contests dashboard

Active contests, participation, and the standings by rep for the range.

dashboard · contests

Reading the Commissions dashboard

Lines checked, disputes open, and dollars confirmed, by rep.

dashboard · commissions

Reading the Pipeline dashboard

Contacts, conversations, and appointments from each rep account, by week.

dashboard · pipeline · rep account

Uploading the Clik scorecard

Export from Clik, drop the file, and the leader page fills in.

scorecard · upload · clik

Reviewing scorecard names

Match each unrecognized Clik name to a member once; every future upload remembers.

scorecard · names · review

Billing, for admins

Read the status, seats, and next invoice; the card itself belongs to the owner.

billing · seats

Managing financing offers

Keep the calculator's starting options current when lenders change terms.

calculator · financing · offers

Date ranges and refresh

Every dashboard shares the same range picker and a fifteen-minute cache.

dashboard · dates · refresh

Which product does what

Five products, one job each, all under one login.

products · family

One login for every product

Sign in to the hub once; Jump in opens each product already signed in.

login · jump in · products

One bill, one card

Every product your office owns lands on one invoice, charged to one card.

billing · card · seats

Adding a rep to every product

Invite once in the hub, then add the rep inside each product that needs an account.

reps · team · invite

When a rep leaves

Remove the login, reassign their work in each product, and the seat drops off.

reps · turnover · team

Where your data lives

Each product keeps its own records; the hub reads numbers and never copies the data.

data · security · ownership

Getting help

This university first, then Support@R2Roadmap.com with the office name and the screen.

support · help