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Roles and permissions: manager and sales rep

Understand what managers and sales reps can do, and how a manager joins the leaderboard.

Stoloros has two roles: manager and sales rep. The manager is also the team administrator; there is no separate admin role.

Who it's for

Managers · Free plan

Before you start

What each role can do:

Sales rep Manager
Leaderboard, challenges in progress Yes Yes
Own performance and colleagues' performance Yes Yes
Past competitions and ceremonies Yes Yes
Own profile (nickname, avatar) Yes Yes
On the leaderboard Always Only after joining it
Manager area: team dashboard, CRM, competitions, awards, challenges, team members, settings No Yes
Quick theme switch above the leaderboard No Yes

Steps

Give a role

  1. Open Manager area and go to Team members.
  2. When you invite someone, choose the Role: Sales rep (on the leaderboard) or Manager.
  3. Click Send invitation.

The Team members card: invitation form and member actions
The Team members card: invitation form and member actions

Put a manager on the leaderboard

  1. In Team members, find the manager's row (actions marked 2 on the screenshot).
  2. Click Join the leaderboard.
  3. To step out, click Leave the leaderboard.

Result

Each row in Team members shows the role: Sales rep, Manager, or Manager, on the leaderboard. A manager who joins sees "You are on the leaderboard. CRM actions from now on earn points."

Good to know

  • Sales reps are always on the leaderboard.
  • A manager who joins the leaderboard earns points from their CRM actions from that moment on, like a rep.
  • When a manager leaves the leaderboard, their past actions are kept.
  • A manager can join or leave for themselves or for another manager.
  • The person who creates the team is its first manager. A team can have several managers.

FAQ

Can I change a member's role after the invitation?

Not from the app today. The role is chosen when you send the invitation.

Can a manager receive manager awards?

Only if they are on the leaderboard. Points can only go to members of the leaderboard.

Is there an administrator role?

No. Every manager has the same rights, including the settings.