What are the different team roles and what do they have access to?
To ensure your team can collaborate effectively while keeping your core configurations secure, your account utilizes four distinct user roles. Best of all, we do not charge per seat or limit the number of users you can have on your account. We highly encourage you to invite your entire team, from your sales representatives to your accounting department, so everyone has access to the exact tools they need.
- Administrator: Provides full and unrestricted access to everything within your workspace. Users assigned to this role can change all system settings, manage billing, and oversee technical configurations. This level of access is designed for account owners and technical leads. Administrators are the only users who can modify the integration rules that sync your Engaged Leads to your CRM or adjust the underlying settings of your LeadScore AI.
- Accounting: A dedicated operational role for your finance team. These users can seamlessly manage your subscription, upgrade or downgrade plans, update credit card information, and download monthly invoices without needing to navigate through marketing analytics or technical settings.
- Marketer: Provides comprehensive access tailored for your marketing and campaign managers. These users have full access to the main Dashboard, Opportunities funnels, Attribution reporting, and the ability to configure and send Nurture campaigns. This grants them everything they need to manage visitor journeys and daily marketing insights without exposing the underlying technical configurations.
- Sales: Provides focused, audit-level access perfect for your SDRs and Account Executives. Sales users can dive directly into individual prospect profiles, viewing deep intelligence and user journeys, but they are restricted from altering global marketing campaigns, sending automated emails, or changing attribution settings.
Why unlimited seats matter for your revenue strategy
Because we do not charge per seat, you can finally align your entire go-to-market team around a single source of truth without worrying about software budgets.
- For Sales Representatives (Sales Role): They can log in to instantly audit high-intent prospect profiles and view deep lead context (like recent news or career changes) to fuel their manual outreach, without accidentally altering your marketing configurations.
- For Content and Copywriters (Marketer Role): They can filter the Opportunities funnel to see exactly which blog posts or landing pages are successfully moving visitors into the Engaged stage, allowing them to refine their messaging based on real human behavior.
- For Marketing Leadership (Marketer Role): They get unfettered access to the Attribution dashboard, enabling them to analyze which campaigns are driving the most pipeline and easily present those verified ROI metrics to the executive board.
- For Finance Operations (Accounting Role): They can independently manage payment methods and pull billing records at the end of the month without waiting on the platform administrator.
By giving every stakeholder their own dedicated access level, your entire organization can act on the intelligence of the platform while your Administrator keeps the core engine perfectly secure.