Users and roles
Who can sign in, what each person can do, who they report to. The New Hire tag ends by itself after 60 days.
| Person | Roles and tags | Reports to | Google Calendar | Two-step sign-in | Last sign-in | Change |
|---|---|---|---|---|---|---|
| Lavanyalavanya@(crimson domain) | SDR managerSDRAA | Country Manager | Connected | On | Today 09:02 | |
| Maha S.maha@(crimson domain) | AANew hire until 5 Dec | Lavanya | Connected | On | Today 10:15 | |
| Country Manager(crimson domain) | Country Manager | None | Not needed | On | Yesterday | |
| Finance teamfinance@(crimson domain) | Finance | None | Not needed | On | Mon 20 Oct | |
| Saravanansaravanan@(freshnation domain) | Admin | None | Not needed | On | Today 08:40 | |
| Balabala@(freshnation domain) | Operations | None | Not needed | Not set up yet | Invited, not signed in |
Role access
- SDR manager: upload, allocate, team and rules, day close for the team
- SDR: own leads, messages, calls, booking, own day close
- AA: handovers, consultations, plans, follow-ups, own calendar and day close
- Reporting manager: approves new hires’ plans for 60 days
- Country Manager: approves discounts above 10%
- Finance: marks first instalments received
- Admin: users, settings, rules, templates, audit log
- Operations: system status and backups; no family data unless granted for a fault