Role overview
| Permission | Super Admin | Member | Member + Admin | Member + Viewer |
|---|---|---|---|---|
| See all team accounts | ✓ | ✗ | ✓ | ✗ |
| See assigned accounts only | ✗ | ✓ | ✓ | ✓ |
| View a specific user’s accounts | ✗ | ✗ | ✓ | ✓ |
| Edit signals | ✓ | ✗ | ✓ | ✗ |
| Manage Account Suggestions | ✓ | ✗ | ✓ | ✗ |
| Manage team members | ✓ | ✗ | ✓ | ✗ |
| Assign accounts to other users | ✓ | ✗ | ✓ | ✗ |
Super Admin
Super Admins have full visibility and control across the platform. They can see every account regardless of who it’s assigned to, edit signals, manage Account Suggestions, and administer the team. Best for: Sales leadership, RevOps, go-to-market engineers, and anyone who needs a complete view of the team’s book of business.Member
Members work their own list. By default they only see accounts assigned to them — they have no visibility into other reps’ accounts. Best for: Individual AEs and SDRs working their own territory. Members can be given two optional permissions when you add or edit them: Admin access — elevates a Member to have the same platform controls as a Super Admin, including signal editing, Suggestions management, and team administration. Use this for a team lead or senior rep who needs management access without a full Super Admin seat. Viewer access — lets a Member see a specific user’s accounts without being assigned to them. The viewer cannot edit or reassign those accounts — read-only visibility only.When to use Viewer access
When to use Viewer access
Viewer access is designed for SDR/AE pairs and team structures where one person needs visibility into another’s book without owning it.Common setups:
- An SDR needs to see their paired AE’s accounts to support outreach
- An SDR is working with multiple AEs and needs visibility across all of them
- A manager wants a rep to have read-only access to a specific territory for learning or handoff purposes
Choosing the right role
| If they are… | Give them… |
|---|---|
| A CRO, VP of Sales, or RevOps lead | Super Admin |
| A go-to-market engineer or sales ops | Super Admin |
| An AE working their own territory | Member |
| An SDR working their own outreach | Member |
| An SDR paired with an AE | Member + Viewer (of that AE) |
| A team lead who needs to manage settings | Member + Admin |
Related
Adding Users
Invite a new team member and assign their role.
Removing Users
Remove a team member from the platform.
Account Allocation
Assign accounts to team members after they’ve been added.