Docs · Agents & Permissions

Permissions — what each one really lets someone do

Permissions are separate from roles and separate from which portals someone sees. The ones worth thinking hardest about are the four that change what happens to other people's leads and pay.

Who this is for

Whoever grants access. Getting this wrong is quiet and expensive.

Three separate questions

A person's ROLE, their PORTAL ACCESS (which tiles they see), and their PERMISSIONS (what they can change) are independent. Hiding a portal is navigation, not security — the data behind it is protected separately. So don't rely on a hidden tile to keep someone out of something.

The ones with the widest blast radius

Edit agency settings — includes the phone/SMS provider config. A bad comms setting stops calls and texts for the whole team, not just for them.

Manage team members — includes handing out this permission itself, so it's effectively the keys.

Edit products & AI training — changes what the AI knows when it texts leads. Prompt changes take effect on the next reply, agency-wide, in real conversations with real leads.

Edit the comp grid — comp is locked onto a policy at the moment of sale, so an edit doesn't rewrite history but it does change what every future sale pays.

The quiet one: manage all lead campaigns

This lets someone edit any campaign, including routing, round-robin weights and state routing. A wrong setting here silently starves a rep's queue — no error, no alert, just someone wondering why they stopped getting leads. Grant it narrowly.

View-only permissions are still decisions

'See all leads' and 'See agency reports' only change what someone can look at. But 'See the comp grid' shows what every rank earns — turn it off if you don't want reps comparing their percentage against other ranks. That's a culture decision, not a security one, and it's easier to keep closed than to re-close.

Common mistakes

  • Treating a hidden portal tile as a security boundary. It's navigation only.
  • Granting 'manage team members' casually — it includes granting itself.
  • Giving campaign management to someone who doesn't understand routing, then hunting for why a rep's queue dried up.
  • Opening the comp grid to everyone before deciding whether you want ranks visible to each other.

Related

Adding agents, permissions and lead routingAdding someone is the easy half.Setting up commissions — the ladder, your level, and where agency revenue comes fromFour steps: build the ladder, mark your agency's level on it, enter product comp, assign your reps.

Where this lives in the app

Open this screenOpens in the app

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