Roles and Permissions in RepCard allow you to control exactly what each team member can see and do within the platform. Whether you’re managing a large sales organization or a small growing team, customizing roles helps you streamline workflows, improve security, and ensure users only access what they need.
A role is essentially a label you assign to each user that defines their access level. Unlike fixed presets, in RepCard, roles are fully customizable, meaning you decide which permissions are included for each role.
RepCard provides two default roles to get you started:
Owner: Has full access to all settings, user management, billing, and company-wide data.
Sales: Designed for sales reps, this role includes basic user-level access.
You can modify these roles or create new custom roles that better fit your team’s structure.
Permissions are the specific actions users are allowed to perform within RepCard. You assign permissions to roles to control what users can do. Examples of permissions include:
Viewing or managing team member locations
Managing contacts
Assigning areas on the map for canvassing
Managing leaderboards
Editing user accounts or roles
And much more
By tailoring roles and permissions, you keep your team organized, protect sensitive data, and empower users with the tools they need to succeed.
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