Each person has one role. LeadVault's database enforces it, so the list, the pipeline, search, the dashboard and Vaulty always agree.
| Role | Sees | Can |
|---|---|---|
| Account admin | Every lead | Everything, including Settings, billing, API keys and inviting anyone |
| Manager | Their team's leads and unassigned ones (every lead when on no team) | Give leads out, invite agents to their team, delete leads |
| Agent | Their own leads, and those they help on | Work their leads, give one back, take leads up for grabs |
| Marketing | No lead at all, only totals | Quote forms, drips, bulk email and the dashboard |
The Agent role shows under your own word for it, like loan officer or advisor (Settings, Lead types).
People in roles on a lead
Besides the person a lead is given to, others can help on it, like an Assistant or a Processor. Account admins and managers add these roles at the bottom of Users and teams (up to 10).
On a lead's page, the People box picks one person for each role. They see and work the lead, whatever their team, but can't give it to someone else.
A person's page can name their usual helpers: any lead given to them comes with those people already in their roles.
SSNs and dates of birth
Which roles may press Show on a lead's SSN or date of birth is set separately. See SSNs and dates of birth.
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