Roles and permissions
What owners, managers, agents, processors and read-only users can see and do.
Every user has exactly one role. Choose the one that matches their job; you can change it at any time in Settings → Users & invites.
| Role | What they can do |
|---|---|
| Owner | Everything, including organization settings, the pipeline settings and the plan. |
| Manager | All records, users and settings except billing. Can delete, assign and export. |
| Agent | Works their own leads and deals: create, update, import and convert leads, build submissions and record offers. Sees lenders, funded deals and commissions but cannot edit lenders or delete records. |
| Processor | Documents, submissions and offers on every deal, and can update merchants and deals. Cannot export. |
| Read only | Can look at everything, change nothing, and cannot reveal sensitive values or export. |
Who sees which records
Agents see only the leads and deals assigned to them. To let agents see everyone's, an owner or manager turns on Agents can see every lead and deal in Settings → Organization under Team visibility. Every other role always sees every record in your organization.
Sensitive values
Social Security numbers, dates of birth, driver's licence numbers, EINs and bank account numbers are shown masked. Owners, managers, agents and processors can click to reveal one when they need it; each reveal is recorded in the audit log. Read-only users cannot reveal them.
Exports
Owners, managers and agents can export lists to CSV. Processors and read-only users cannot. Every export is recorded.