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Sales Team Role Management

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Category: Sales Team Role Management

/Admin Panel / Sales Team Role Management /

How many users can be assigned to a single sales team admin?

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

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Why is the Sales Team toggle not visible for some admins?

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

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Why can’t I search for users in the bulk assignment modal?

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

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Why is my dashboard showing “No data available”?

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

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Why am I getting “Access Denied” errors?

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.

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Why can’t I see the “Sales Team” column on the Users page?

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.

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How are reports filtered for sales team admins?

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

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Can sales team admins view message logs for all users?

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

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Are WhatsApp modules accessible to sales team admins?

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

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Can sales team admins export data?

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

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