Roles & permissions

Each user has a role that controls what they can see and do.

Roles

Role	What they can do
Company admin	Everything — settings, CRM, users, all departments.
Manager	Their department's calls, dashboard, and coaching.
Viewer	Read-only access to the dashboard and calls.

tip

Give managers access to their department only, and keep company-admin accounts to a minimum — fewer people who can change the playbook means more consistent scoring.