Team & roles
Manage team members and access permissions
Team members
TP
Terry Pugh
Founder & Ops Director
Owner draw
founderSC
Sales Closer
Sales Closer
15% commission
salesWD
Web Developer
Web Developer
Per project
developerCS
CRM Specialist
CRM Specialist
Per milestone
crmGD
Graphic Designer
Graphic Designer
Per asset/package
designerVA
Lead Gen VA
Lead Generation VA
Base + bonuses
vaRole permissions
| Module | Founder | Sales | Developer | Designer | CRM | VA |
|---|---|---|---|---|---|---|
| dashboard | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| leads | ✓ | ✓ | — | — | ✓ | ✓ |
| proposals | ✓ | ✓ | — | — | ✓ | ✓ |
| payments | ✓ | — | — | — | — | — |
| team | ✓ | — | — | — | — | — |
| comms | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| settings | ✓ | — | — | — | — | — |