RoofSell has two roles, account owner and sales rep, and sales rep permissions are fixed. You can't switch individual features on or off for one person. Here's what a rep can and can't do today.
What sales rep permissions include
- See the leads assigned to them on the Dashboard. Leads assigned to someone else, and unassigned leads, don't appear in their list.
- Open those leads, update their status and change who they are assigned to.
- See Analytics for their own assigned leads.
- View the widget settings and embed code on the Developer page, without editing them.
- Change their own first and last name under Settings, Profile.
- Open support tickets from Support.
What only the account owner can do
- Add and remove team members on the Team page.
- See and manage Billing: the subscription, cards and invoices.
- Change the widget settings on the Developer page, including the on and off switch, allowed domains, colors and text.
- Receive the new lead email for every widget submission.
Settings reps can change
The Products page and most of the Settings page are shared by the whole company, and reps can edit them. That covers your selected products and their prices, the waste factor, company details and logo, and the quote email settings.
Because there are no custom permissions, only add people you trust with your pricing. If you need tighter control, open a support ticket under Feature request and tell us what you'd lock down.
For an overview of both roles, see Understanding roles.