Configuring Role-Based Access
Set up staff roles (Admin, Manager, Salesperson, Viewer), link logins to salesperson profiles, and control what each role can see.
Enable role-based access in Settings
Go to Settings → Access & Roles. Toggle on Role-Based Access. Once enabled, staff logins are gated to only what their role allows.
Understand the four app roles
Every person you invite to the app gets assigned one of four roles. Here's a breakdown of what each can do:
Role permission overview
- Full access
- Manage all settings
- View all data
- Manage billing
- Log & edit deals
- View all staff
- Approve spiffs
- Log own deals
- View leaderboard
- View own spiffs
- Read-only access
- View leaderboard
Enable the staff role types your store uses
In Settings → Staff Roles, check which staff role types your store has. This controls which roles appear in deal forms and filters. You can update this anytime.
Salesperson
Logs own deals, views leaderboard and own spiffs.
BDC Agent
Tracks BDC appointments linked to deals.
Sales Manager
Views all deals, approves spiffs, edits staff.
Finance Manager
Assigned to deals for F&I tracking.
Store Manager
Full management access except billing.
Invite a staff member and assign their role
Go to Settings → Users and click + Invite User. Enter their work email, pick their app role, and — for salespeople — link them to their existing salesperson profile so their login shows their own deals and spiffs.
Invite flow — interactive
Linking lets the salesperson view their own deals and spiffs when logged in.
Impersonate a user to test their view (Admin only)
Admins can tap View as next to any user in the Users list to temporarily see the app through their role. This is great for confirming a salesperson can only see their own data. A banner at the top of the screen shows you're in impersonation mode — tap Exit to return to your admin view.