What are the user roles in Salestrail, and what is Team Management?
Salestrail has four roles:
• Owner — can manage all users and teams, and view all call data
• Manager — can manage users and teams, but only sees their own data unless also assigned as a Team Admin
• User — can only view their own call data
• Team Admin — can view the call data of members in the teams they admin
Team Management lets you group users into teams so that a Manager or Team Admin can view specific team data without having full organization access. This is useful for companies with multiple sales teams or regional managers.
All users can be in one Salestrail organization and organized into teams. Alternatively, you can run multiple organizations if you need entirely separate environments.
• Owner — can manage all users and teams, and view all call data
• Manager — can manage users and teams, but only sees their own data unless also assigned as a Team Admin
• User — can only view their own call data
• Team Admin — can view the call data of members in the teams they admin
Team Management lets you group users into teams so that a Manager or Team Admin can view specific team data without having full organization access. This is useful for companies with multiple sales teams or regional managers.
All users can be in one Salestrail organization and organized into teams. Alternatively, you can run multiple organizations if you need entirely separate environments.