← KoldKollTeam & roles
Four roles, and nobody sees more than they should.
Reps work their own leads. Managers see the team. Owners hold billing.
Rep
Their own leads, end to end. Not another rep’s pipeline or reports.
Manager
Sees and reports on the whole team, without changing settings.
Admin
Runs the workspace, the pipeline and the team — but not billing.
Owner
Everything, including billing and permanent deletion.
Invitations
Email an invite, pick a role, revoke it later.
Session control
See every device signed in and revoke any of them.