Finding Your Role
Navigate to your user page:
Click on your name or profile in the navigation
Or search for your name in the user list and click on it
Go to the "Information" tab
Look at the displayed information:
You'll see your Roles listed
Common roles include:
Admin - Full system access
Manager - Team management access
User - Standard access
Custom roles - Company-specific roles with specific permissions
What Each Role Means
Admin:
Full access to company settings
Can manage all users, teams, and permissions
Can create/edit roles, account stages, dispositions, etc.
Has access to Settings sections like General, API Keys, Webhooks, and Links
Manager:
Can manage their team and downline
Access to team reports and stats
Can manage dispositions
Limited administrative functions
User (Regular):
Standard field operations access
Can manage their own activities and accounts
No administrative permissions
Limited settings access