Team Management
Team Management#
Teams are named groups of users with a designated manager. They are used throughout Coeffection for assigning tasks to a shared queue, filtering reports to a subset of reps, controlling visibility of records, and routing inbound leads. A user can belong to multiple teams.
Teams are managed under Admin → Teams. The team manager can see all records owned by team members, approve discount requests, and view team-level KPI dashboards.
Admin — Teams
💼5 members
Enterprise Sales
Manager: Jamie S.
A
B
C
D
+1
🏢8 members
SMB Sales
Manager: Mike K.
A
B
C
D
+4
🎫6 members
Customer Support
Manager: Amy L.
A
B
C
D
+2
💰3 members
Finance & Ops
Manager: Carlos R.
A
B
C
User roles
| Role | Own Records | Team Records | All Records | Admin Access | Finance Access |
|---|---|---|---|---|---|
| Sales Rep | ✓ | — | — | — | — |
| Manager | ✓ | ✓ | — | — | — |
| Executive | ✓ | ✓ | ✓ | — | — |
| Admin | ✓ | ✓ | ✓ | ✓ | — |
| Finance | ✓ | — | — | — | ✓ |
ℹ
Custom roles are not supported — only the five built-in roles are available. However, each role's permissions can be fine-tuned at the category level under Admin → Roles & Permissions.