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ROLES + TEAM
5 GUIDES
Who sees what — roles, permissions, your team roster, and the field-sales tools.
§ ROLES + TEAM · ★ POPULAR
Roles explained
What each role is for and exactly which tabs it gets, from admins down to subcontractors.
4 min
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§ ROLES + TEAM
Manage your team
The Team screen for admins — members, role changes, pending invites, seats, and the guards that keep you out of trouble.
3 min
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§ ROLES + TEAM
Roles and permissions editor
How admins edit built-in roles, build custom ones, and what the permission checklist actually gates in the app.
4 min
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§ ROLES + TEAM
Door knocker mode
The KNOCKER canvassing map — pins, layers, logging knocks with interest chips and GPS, the MY DAY dashboard, and the PERFORMANCE STATS leaderboard.
5 min
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§ ROLES + TEAM
Sales leads
The LEADS tab for salespeople and door knockers — where leads come from, the lead detail screen, and the CONVERT wizard.
5 min
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◆ READY WHEN YOU ARE