Admins

What an admin can do

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

Owners invite admins to run the office day to day. The role is wide on purpose.

Steps

  1. Invite and remove reps, leaders, and other admins.
  2. Run and finish setup wizards.
  3. Upload scorecards, fix name matches, and read the leader page.
  4. Read every dashboard and export the per-rep tables.

Good to know

  • The card, cancellation, and the owner role itself stay with the owner.
  • Admins get a login to each product too, with the same reach inside it.

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