Roles - Manage Users

Within Express only, Admins can assign Users roles under the Setup: Manage Users tab. These roles determine what a user can see when in the Express App. A user must have a role in Express in order to have commissions calculated on them.

Roles in Express do not determine what a user can see on reporting. Access to reporting can be reviewed here: Giving Users Access to Dashboards/Reports

Roles:

Sales Administrator Role: Users who are responsible for system administration, setting up plans, importing deals, as well as answering field questions, and running reports.

Sales Management Role: Managers who are typically responsible for a team, and may be compensated on direct sales, as well as the sales of their subordinates in the organizational hierarchy. These users have access to the Managerial dashboard and its component tabs.

Sales Representative Role: Users who are responsible for selling, and who has access to the sales representative dashboard and its component tabs.

NOTE: Partner portal users are automatically assigned the Sales Representative Role, which you cannot change.

Read Only Sales Admin Role: A role that offers the same access as a standard sales administrator, but without the ability to save changes.