Team, roles and permissions

The three roles, exactly what each can see and do, how invites work, and how a login is linked to a rep record.

For: Admins and managers

There are three roles. Each one includes everything the role below it can do.

Role	In one line	Give it to
Admin	Everything: connections, billing, the team and all data.	The owner of the workspace and one backup. Whoever holds your tools' API keys.
Manager	All team data, reps and targets, replies and reports. No connections or billing.	SDR managers and team leads.
Rep	Only their own numbers, campaigns and replies.	SDRs and BDRs.

The full permission list

This table is generated from the same permission list the server enforces.

Permission	Admin	Manager	Rep
Data
See your own numbers, campaigns and replies	Yes	Yes	Yes
See the whole team's numbers, every rep and every campaign	Yes	Yes	No
Set up the weekly report	Yes	Yes	No
Team
Invite reps, remove reps and link a login to a rep record	Yes	Yes	No
Change roles, and invite or remove managers and admins	Yes	No	No
Choose whether reps can see team totals	Yes	Yes	No
Outbound
Add reps and set weekly targets	Yes	Yes	No
Map mailboxes, LinkedIn accounts and dialer seats to reps	Yes	Yes	No
Set the owner of a campaign	Yes	Yes	No
Replies
Answer replies assigned to you, or unassigned ones from your own senders	Yes	Yes	Yes
Read and answer any reply in the workspace	Yes	Yes	No
Assign replies to a rep	Yes	Yes	No
Change how a reply is classified	Yes	Yes	No
AI
See coaching notes on reps	Yes	Yes	No
Ask the AI to diagnose team and campaign performance	Yes	Yes	No
Enrichment
Run enrichment and see your own runs	Yes	Yes	Yes
See everyone's enrichment runs and the spend log	Yes	Yes	No
Change enrichment settings and budgets	Yes	Yes	No
Add, replace or remove enrichment provider keys	Yes	No	No
Admin
Connect and remove sending tools, the CRM and the dialer	Yes	No	No
See the plan and billing status	Yes	Yes	No
Change the plan and payment details	Yes	No	No
Rename or delete the workspace	Yes	No	No

How access is enforced

Roles are checked on the server and inside the data queries, not just hidden in the interface.
A page a rep may not see, such as another rep's scorecard, answers "not found", exactly as if it did not exist.
Admin-only actions are refused for a manager even if they are attempted directly.

Inviting people

Settings, Team: the three roles explained, a members table with a role and a linked rep for each login, and the Invite someone form with email, role and Link to rep

Settings → Team: members with their role and linked rep, and the invite form. Demo data.

Open Settings → Team and enter the person's email.
Choose the role. For a rep, also choose the rep record under Link to rep.
Copy the invite link and send it to them yourself. No email is sent by OutboundManager.

The link works for 14 days and only for the email address it was created for.
Admins can invite any role. Managers can invite, link and remove reps only.
One person can belong to several workspaces and switch between them from the sidebar.

Linking a login to a rep

A rep's login must be linked to their rep record, or they see "Your login is not linked to a rep yet" instead of numbers. Link it in the invite, or later from the Linked rep column in Settings → Team. A rep record with the same email as the login is offered as a one-click suggestion.

One login links to one rep record per workspace, and one rep record to one login.

Reps can see team totals

Off by default. When a manager turns it on, each linked rep sees one extra card with the team's combined totals. It never shows a per-rep breakdown or another rep's name, and every other screen stays limited to the rep's own data.

When someone leaves

Remove them in Settings → Team. Their login loses access to the workspace at once.
Untick Active on their rep record in Settings → Reps & senders. History is kept.
Re-map their mailboxes and LinkedIn account if someone takes them over, and re-assign their open replies.
If they created any of the API keys you connected, replace those keys. See Security best practices.

Note: The last admin of a workspace cannot be removed or demoted. Make someone else an admin first.

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