Role-Based Access Control (RBAC)
Every invited team member must be assigned a role, which strictly governs their permissions across the platform.| Role | Permissions |
|---|---|
| Viewer | Read-only access to Accounts, Signals, and Briefs. Cannot mutate data. |
| Rep | Can manage their assigned Accounts, enroll contacts in sequences, and action GTME plays. |
| Manager | Can view all team accounts, configure routing rules, and approve sequences. |
| Auditor | Read-only access to compliance, GDPR, and security logs. |
| Admin | Full access to settings, billing, integrations, and user management. |
Team Workflows
- Account Assignment: Managers can assign accounts to specific Reps. Assignment locks ensure reps own their territory.
- Approvals: Certain actions (like sending automated outreach) can be configured to require Manager approval before execution.
- Collaboration: Team members can tag each other and leave comment threads on Accounts and Signals to coordinate account-based plays.