Users & Teams

Manage team members and their access permissions

Quick Invite

User Role Status Last Active Requests

Roles Overview

Admin

1 member
Admin

Full access to all features and settings

Manage all requests & quotes
Manage team & permissions
Access billing & subscription
Configure integrations

Manager

1 member
Manager

Manage team operations and view reports

Manage all requests & quotes
View team performance
Access billing & subscription
Configure integrations

Agent

2 members
Agent

Handle requests and create quotes

Handle assigned requests
Create & send quotes
View team performance
Manage corporates

Viewer

0 members
Viewer

Read-only access to view data

View requests & quotes
View reports & analytics
Create or edit anything
Access settings