Roles and Responsibilities
| Role | Responsibilities |
| Admin | System Settings |
| Add and Remove Team Members |
| Edit Sales Material |
| Create and Edit Grids |
| Add Contacts and Accounts |
| Access Reports |
| Access Data Extracts |
| Sales Automation Tools |
| Editor | Edit Sales Material |
| Create and Edit Grids |
| Add Contacts and Accounts |
| Access Reports |
| Team Lead | Sales Automation Tools |
| Edit Sales Material |
| Create and Edit Grids |
| Add Contacts and Accounts |
| Access User Reports |
| Team Member | Sales Automation Tools |
| Add Contacts and Accounts |
| Access User Reports |
Note
- Sales Material includes all content creation
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