User roles are used to control how your team accesses Payaca.
For some team members, they may need complete access, but for other members, a simplified version will be better suited.
Depending on which user role a person is assigned, this will determine what information and functionality they have access to in Payaca.
For information on how to assign or remove user roles, read "How do I reassign or delete users".
There are 5 different user roles a person can be assigned to.
This is the primary account role.
It is possible to have multiple super admins, however, it isn't recommended.
Access all functionality available in Payaca
Card details are recorded on this account
Invoices are charged to this account
The only role where you can change subscription level and billing details
Has all the same user access as a super admin with the exception of the manage subscription screen.
Has limited access to features.
From this role, a user can:
View the calendar
View and edit tasks assigned to them
Create their own tasks (assigned to them)
This keeps field agents focused on their main priorities.
This role is designed for managing and organising projects.
A sales manager can:
See, search and manage all projects (including those that aren't assigned to them)
Make changes to proposals, invoices, documents and any resources with a project
Carry out actions against any project
A sales manager cannot:
Create and edit automations
Manage the company account and make changes to company information
See analytics information
Access the dashboard
This role works like a sales manager but with permissions limited to their assignments.
A sales agent can:
Perform all the same functions as a sales manager but only on projects assigned to them