Approve new organizations and manage their status across the platform.
Pending Approvals
Review join requests. Assign a role (and link a rep to their call data) to activate.
Users
Manage each user's role, status, and rep mapping. By default, reps only see calls linked to their own name or email. To let a team lead also view their reports' calls, enable View My Team's Data under Permissions.
Roles
The four system roles are built in and can't be removed. Add custom roles as needed, then set their access under Role Permissions. Note: a role can't be deleted while members are still assigned to it.
Role Permissions
Control which widgets and actions each role can access. Org Admin keeps management rights automatically. Changes apply to everyone in the organization.
Organization Settings
Identity, branding, and CRM connection for this organization.
Permissions
User Created
Temp password:
Create User
Creates an active account with a one-time password you share with them.
Create Role
Starts with no permissions — grant it access afterward under Role Permissions.