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Roles (Owner, Admin, Team Manager, Team Member) and Permissions
Roles (Owner, Admin, Team Manager, Team Member) and Permissions
Naitik Chavda avatar
Written by Naitik Chavda
Updated over a week ago

🌟 Introducing the Power of Roles in Saleshandy! 🌟

In the Saleshandy world, we believe teamwork makes the dream work! That's why we've introduced a range of roles to help you manage your teams more efficiently. Say hello to our star players: Owner, Admin, Team Manager, and Team Member. πŸš€

πŸ‘‘ Owner: The Mastermind

As the Owner, you wear the crown πŸ‘‘! You're the big boss, the captain of the ship. Your superpowers include:

πŸ“’ Invitation Authority

You have the ultimate power to invite new team members to join Saleshandy. You control the guest list!

πŸ•΅οΈ Role Assignment

Want the right folks in the right roles? You can assign roles (Admin or Team Member) while sending invitations. Shape your dream team!

πŸ”‘ Role Management

Owners can assign, remove, or transfer Admin roles as needed. The power to manage is in your hands!

🏒 Team Creation

Create new virtual teams effortlessly. It's like building your own superhero league!

🧹 User Cleanup

Swiftly remove team members or disable their access when necessary. Keep your team in top shape!

πŸ’Ό Access All Areas

Enjoy VIP access to the 'Member' and 'Teams' tabs, where you can see everything and manage your team like a pro!

πŸ¦Έβ€β™€οΈ Admin: The Right-Hand Hero

Admins are your trusty sidekicks! They're here to assist you in managing your teams and Saleshandy

πŸ“’ Invitation Powers

Admins can also invite new team members. Sharing is caring!

πŸ”‘ Role Assignment

Admins can assign roles (Admin or Team Member) while sending invitations. Team-building just got easier!

πŸ”’ Access Control

Owners make sure no Admin removes another Admin. Unity is strength!

πŸ“Š Team Management

Admins can efficiently manage teams, including creating and deleting them.

πŸ‘€ Role Visibility

Like Owners, Admins can see the roles of all users, ensuring everything is in order.

πŸ§™β€β™‚οΈ Team Manager: The Captain

Team Managers are the captains of their respective teams! They enjoy these privileges

πŸ“’ Invitations Accepted

They receive invitations from Owners or Admins and lead their teams to victory!

🏒 Team View

Team Managers can access the 'Teams' tab, seeing their team members and managing their team's success.

πŸͺ„ Role Assignments

They can assign roles to Team Members within their teams.

🚧 User Removal

Team Managers can remove Team Members from their team when needed, ensuring a cohesive unit.

πŸ‘₯ Team Member: Team Player

Team Members are the heart of your organization! They get to:

πŸ“’ Accept Invitations

Team Members receive invitations from Owners, Admins, or Team Managers. They're the engine that keeps your team moving!

πŸ“ˆ Team View

They can view their team members and their roles, ensuring seamless collaboration.

With these roles and features, Saleshandy becomes a well-oiled machine for team management.

Whether you're an Owner, Admin, Team Manager, or Team Member, Saleshandy adapts to your role, making collaboration a breeze. You'll see the effects of your role clearly in Saleshandy's 'Member' and 'Teams' tabs, giving you the power to manage, collaborate, and succeed like never before. πŸš€


Want even more control? You got it! Create custom roles and set their permissions just the way you like. Share sequences with teams across your entire account effortlessly.

Assign/Unassign Roles after Invitationβœ‰οΈ

  • Owner: As an Owner, you're the maestro of invitations! 🎩 You can invite new team members to join the Saleshandy account. 🌟

  • Role Assignment Management: Want the right people in the right roles from the get-go? 🀝 As an Owner, you can assign roles (Admin or Team Member) while extending invitations. A perfect harmony! 🎢

  • Resend Invitations: Oops, someone missed the invite? No worries! Owners can resend invitations with a snap of their fingers. πŸͺ„

  • Manager and Member Authorization: Owners hold the keys to the invitation kingdom. You can prevent Team Managers from inviting new team members and ensure Team Members don't go on an inviting spree. 🚫

  • Admin Capabilities: Admins, you're not left out! You can also add new team members to the Saleshandy account, helping your team grow effortlessly. 🌱

  • Team Assignment: Owners and Admins can assign team members to specific teams during invitations. Organization at its finest! 🏒

Role After Invitation 🎭

  • Role Adjustments Post-Invitation: Owners and Admins can perform role assignments even after the invite. It's like a backstage pass to user management! 🎀

  • Admin Consistency: Owners can ensure Admins don't remove each other, keeping the admin squad strong and steady. πŸ’ͺ

  • Admin Appointments: Owners can grant Admin roles to others for better team control. It's all about delegating power wisely! 🀝

  • Access Control: Got someone who shouldn't be an Admin anymore? Owners can remove Admin access from Team Members. Security first! πŸ”

  • Role Transfers: Owners can pass on their "Owner" role to any trusted Admin when needed. Flexibility at its finest! πŸ‘‘

User Management πŸŽ‰

  • Team Assignment: After the invite, owners and Admins can assign users to specific teams. No more guesswork! 🧩

  • Team Member Invitations: Team Members, you're in! You'll receive invitations from Owners or Admins. Welcome aboard! 🚒

  • Member Overview πŸ‘€: Owners and Admins get VIP access to the 'Member' tab. See your team members listed neatly and clearly. πŸ‘₯

  • User Insights: Know your team inside out! See the names and emails of your team members once they've accepted the invitation. Stay connected! πŸ“§

  • Last Login Tracking: Track team activity with precision. Owners and Admins can see all users' last login date and time. Time is money, after all! ⏰

  • User Status Monitoring: Owners and Admins can keep tabs on user statuses – active, disabled, failed, or invited. Stay in the loop! πŸ”„

  • Role Identification: Owners can spot user roles at a glance – Owner, Admin, or Team Member, all neatly organized in a table. It's role clarity made easy! πŸ‘€

Remove/Disable the memberπŸ—‘οΈ

  • User Removal/Deactivation: Owners and Admins can swiftly remove team members who no longer fit the picture. Keep your team roster fresh! 🧹

  • Security Measures: Worried about a user? Owners, Admins, and Team Managers can disable or deactivate users, ensuring they can't log in. Stay secure! πŸ”’

Permission Plans πŸ“œ

  • Pro Plan Perks: Pro Plan users get access to the 'Member' tab but not the 'Team' tab. It's like having the front-row seats! 🎟️

  • Starter Plan Basics: Starter Plan users don't have access to Team Management or Users tab in general. Simplicity is key! πŸ—οΈ

Role-Based Privileges 🌟

  • Tailored Access: Team Members enjoy features and privileges based on their assigned roles within Saleshandy. It's all about the right fit! πŸ‘”

Team Creation & Control🌐

  • Virtual Team Building: Owners and Admins can create virtual teams with ease. It's like building your dream team virtually! 🌐

  • Team Member Additions: Admins can add individuals to specific teams, ensuring everyone's in the right place. Team harmony! 🎡

  • Multiple Team Membership: Team Members and Team Managers can join multiple teams with different roles. Flexibility at its finest! πŸ€Έβ€β™‚οΈ

  • Team Manager Appointments: Owners can appoint Team Managers to lead within the virtual team structure. It's delegation made easy! πŸ“‹

Team Tab Access 🏒

  • Team Management Headquarters: Owners and Admins get the 'Teams' tab inside the New Team Management setting. It's where the magic happens! πŸͺ„

  • Team Member Access: Team Managers and Team Members can also access the 'Teams' tab. Team camaraderie at its finest! 🀝

  • Team Member Counts: All users can see the number of members in each team. Stay in the know! πŸ“Š

  • Creation Date Tracking: Users can check when each team was created. Keep track of your team's history! πŸ—“οΈ

  • Team Member Insights: Team Members and Team Managers can see their fellow team members and managers. Team bonding, anyone? πŸ€—

Team Tab Management 🎡

  • Admin Authority: Admins can manage teams efficiently, including creating and deleting them. It's team control in your hands! πŸ•ΉοΈ

  • Config Control: Owners and Admins can ensure team members and managers don't tinker with team configurations. Keep things consistent! πŸ”§

  • Team Manager Assignment: Admins can assign the Team Manager role to specific individuals within their team. Leadership in action! πŸ“’

Role/User/Team Removal ❌

  • Role Removal: Owners can remove the Team Manager role from individuals if needed. Flexibility is key! πŸ—οΈ

  • Team Termination: Owners and Admins can delete teams when the time comes. It's about decluttering! 🧹

  • User Removal: Owners, Admins, and Team Managers can remove Team Members from teams if necessary. Keep your team aligned! 🚧

Team View and CustomizationπŸ“Š

  • Team Member's View: Users can view their team members and their roles. Keep your team dynamics in check! πŸ‘₯

  • Member Removal Power: Owners and Admins can remove members from teams as needed. Flexibility is key! πŸ—οΈ

These functionalities empower Owners, Admins, Team Managers, and Team Members in Saleshandy to efficiently manage team composition, streamline the onboarding process, and ensure that roles and responsibilities align with organizational goals.

It's all about providing the necessary tools and controls for effective team management and collaboration. πŸš€πŸ‘₯πŸ“¨

Mission accomplished; you've successfully learned Roles and Permissions. πŸ‘

Wishing you a delightful experience! ❀️

Happy Selling. 🀝

Warmest regards,

Saleshandy Team

πŸ‘‰ Next Steps

Check out the below article If you want to know more about

πŸ’‘ Tip

Don't hesitate to reach out if you have any questions. We're available on chat and ready to help you quickly. πŸ€—

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