Category: Sales Team Role Management

There’s no technical limit, but for optimal performance, we recommend assigning no more than 1,000 users per sales team admin.

The toggle is hidden for users with “Admin” role type. Only non-Admin role users can be assigned Sales Team status.

Make sure you’re logged in as an Admin role user. Only Admin role users can access the bulk assignment functionality.

This indicates that no users have been assigned to your sales team admin account. Contact your system administrator to assign users to you.

This usually means you’re trying to access a page that’s not allowed for sales team admins. Check the allowed pages list or contact your system administrator.

The “Sales Team” column is only visible to users with “Admin” role type. If you’re logged in as a sales team admin, you won’t see this column.

All reports (credit summary, sent summaries, billing reports) are automatically filtered to show only data for assigned users.

No, sales team admins can only view message logs for users assigned to them. The system automatically applies filtering to all queries.

Yes, WhatsApp Message Logs, Message Summary, and Inbox modules are accessible but filtered to show only data for assigned users.

Yes, but only data related to their assigned users. Export functions are automatically filtered to maintain data security.