When adding users to your team in Salesflare, admins have access to different features than managers, team members, and viewers.
Admin Rights ⚙️
As admin, you can:
Invite colleagues
Enable/disable users
Change the roles of users
Group users
Change team name
Restrict what certain groups/users can view/edit/delete
Set the timezone and currency of the team
Set yearly targets per sales rep and per pipeline
Create/delete/edit pipelines
Add/remove/edit stages
Change subscription plan and frequency
Link up a (different) credit card
Add invoicing details
Download invoices
Hide/show predefined fields
Create/edit/delete/hide custom fields
What else can admins do?
Admins can add themselves to accounts they aren’t a part of.
They can delete anything in the team, including opportunities they're not owners of.
They can change the owner of opportunities they aren't owners of.
How do I become admin?
Any admin can make other users admins.
Just ask one on your team to go to Settings > Manage your team and press the dropdown arrow to assign you the admin role.
Manager Rights ⚙️
Managers lead the group of users that they are a part of. This role works well for sales managers who oversee separate parts of the company’s sales team. For example, when working in different geographies or with different business units, it can be useful to have managers in Salesflare to oversee these different groups.
As manager, you can:
Set yearly targets for the group per pipeline and per sales rep
Configure pipelines belonging to the group
Delete and edit opportunities belonging to the group that they are not the owner of
Other permissions
Give anyone access to an account by adding that person to the account’s team.
How do I become a manager?
Ask an admin to update your role in Settings > Manage your team by pressing the dropdown arrow to select ‘Manager’.
Learn more about the various roles and permission settings here.