๐Ÿ” Application's right

There are four kinds of users in Salesmachine: Owners / Admin / Members / Visitors.

Owners & Admins benefit from the same rights but the Invoice will be sent to the Owner only.

Pro Tips ๐Ÿ’ก: Visitors are unlimited and are free, feel free to invite your other departments in order to provide them access to the information

Available tasks

Owner - Admins

Members

Visitors

Create shared columns

X

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Has access to every accounts' profile

X

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X

Has access to his own accounts' profile

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X

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Have a personal inbox

X

X

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Can creates Playbooks / Workflows / Segments

X

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Can have his own portfolio

X

X

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Can create tasks / reminders

X

X

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Can access the reporting

X

X

X

Can benefit from alerts

X

X

X

Can manage integrations

X

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Can invite team members

X

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Manage Status / Lifecycle / Health Scores / Team / Revenue / Customer Records / Account Metrics / Data / Trial Qualification scores

X

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