Owner, admin and member

Every person in your business has one role. The role decides what they can change. Everyone sees all leads, whatever their role.

Everyone, including members, can

• See every lead, the pipeline board and reports.
• Add leads, edit their details, change the owner and the stage, and mark them won or lost. This includes leads owned by other people.
• Call, send WhatsApp messages, log calls, add notes and set follow-ups.
• Change many leads at once: assign, change stage and add tags.
• Bring in leads from Excel.
• Edit or delete their own notes and call logs for 24 hours, delete their own WhatsApp entries for 24 hours, and delete files they added.
• Use WhatsApp templates, and set up their own alerts.

Owners and admins can also

• Download leads as a CSV file.
• Delete leads, and bring deleted leads back from Recently deleted within 30 days.
• Edit or delete anyone's notes and call logs at any time, and delete any WhatsApp entry or file.
• Invite people, cancel invites, change roles and remove people.
• Change who gets new leads, stages, custom fields and WhatsApp templates.
• Connect and pause lead sources, and see their links.
• Change the business name and time zone.
• Get an alert for every new lead that nobody owns yet.

Members can open the settings pages but can't change them. They see a note saying only owners and admins can.

Only owners can

• Make someone an owner, or change an owner's role.
• Remove an owner.

Admins can change people between Admin and Member, and can remove admins and members. A business always needs at least one owner, so the last owner can't be removed or made an admin. Nobody can change their own role.

Change someone's role

1. 1Step 1: Go to Settings → Team.
2. 2Step 2: Next to the person, choose the new role from the box.