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 two 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 marketing copywriters, so everyone has access to the insights they need to succeed.
The Administrator role 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, technical leads, or anyone who needs complete administrative control over the platform. Administrators are the only users who can modify the integration rules that sync your Engaged Leads data to your CRM or adjust the underlying settings of your LeadScore AI.
The Marketer role provides focused access tailored specifically for your marketing, sales, and client teams. These users have full access to the main Dashboard, the Opportunities funnels, the Nurture Action Queue, and all Attribution reporting features. This grants them exactly everything they need to manage visitor journeys, analyze daily insights, and run campaigns without exposing them to the underlying technical settings or billing information.
Why unlimited Marketer 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.
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For Sales Representatives: They can start their day entirely inside the Nurture Action Queue, instantly seeing the highest intent prospects and sending prewritten outreach messages without ever touching your technical configurations.
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For Content and Copywriters: They can filter the Opportunities 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: 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.
By giving every stakeholder their own dedicated Marketer access, your entire organization can act on the intelligence of the platform while your Administrator keeps the core engine perfectly secure.