Roles and Permissions
SalesOS uses a role-based access control (RBAC) system to manage what users can see and do. Each user is assigned a role, and each role has a set of permissions.Default Roles
SalesOS comes with three built-in roles:- Admin
- Manager
- Sales Rep
Full access to the entire platform. Admins can:
- Access the Admin panel and all settings
- Manage users, teams, and roles
- Configure pipeline stages, custom fields, and workflows
- View all deals, leads, and reports across the company
- Manage billing and subscriptions
- Create and manage gamification settings
- Access API keys and integration settings
Permission Matrix
| Permission | Admin | Manager | Sales Rep |
|---|---|---|---|
| View own deals | Yes | Yes | Yes |
| View team deals | Yes | Yes | No |
| View all deals | Yes | No | No |
| Create deals | Yes | Yes | Yes |
| Edit own deals | Yes | Yes | Yes |
| Edit team deals | Yes | Yes | No |
| Delete deals | Yes | No | No |
| View all reports | Yes | No | No |
| View team reports | Yes | Yes | No |
| View personal stats | Yes | Yes | Yes |
| Manage users | Yes | No | No |
| Manage teams | Yes | Limited | No |
| Configure pipeline | Yes | No | No |
| Manage custom fields | Yes | No | No |
| Manage workflows | Yes | No | No |
| Access billing | Yes | No | No |
| Create challenges | Yes | Yes | No |
| Manage integrations | Yes | No | No |
| Export data | Yes | Yes | No |
Custom Roles
Administrators can create custom roles for specific needs:Name the role
Give the role a descriptive name (e.g., “Senior Rep”, “Regional Manager”, “Read-Only Viewer”).
Set permissions
Toggle individual permissions on or off. Start from the closest default role and adjust as needed.
Common Custom Roles
Senior Sales Rep
Senior Sales Rep
Like Sales Rep but with ability to view team deals and access team-level reports. Useful for experienced reps who mentor others.
Read-Only Viewer
Read-Only Viewer
Can view dashboards and reports but cannot create, edit, or delete anything. Useful for executives who only need visibility.
Team Lead
Team Lead
Like Manager but limited to a single team. Can view and reassign deals within their team but not access other teams.
Data Visibility Rules
Beyond role permissions, SalesOS enforces data visibility rules:- Own data — Users always see their own deals, leads, and activities
- Team data — Managers see data for users in their team
- All data — Admins see everything across the organization
- Shared data — Any user can share a specific deal with another user, regardless of role
Sharing a deal with another user gives them read access to that deal only. It does not change their role or general permissions.
Changing a User’s Role
- Go to Admin > Users
- Find the user and click their name
- Select the new role from the Role dropdown
- Click Save