App Administrator
Maintain organization configuration and membership.
Can
- Manage Accounts, Organizations, team members
Starts on: Active Consumer Accounts
- B2C CRM
- Roles and relationship access
Who can do what in B2C CRM
Give relationship preparation, independent review and organization setup clear owners.
How permissions work
Relationship preparation
Relationship Owner prepares assigned opportunities, activities, segment work and attachments within the authorized organization.
Independent decisions
Sales Manager reads the submitted evidence and makes eligible decisions through the guarded review action. The decision applies to the exact source revision being assessed.
Organization setup
App Administrator maintains organizations, accounts and team membership. Agree Admin responsibility for user identities during setup so each actor resolves to the intended active member.
Evidence access
Auditor reads authorized records and reports. Attachment visibility and organization scope must follow the access policy agreed for the operating team.
Who can do what
| Role | Consumer accounts | Opportunity pipeline | Relationship activities | Customer segments | Review and evidence | Operations overview | Corrections and reconciliation |
|---|---|---|---|---|---|---|---|
| App Administrator | Edit | Edit | — | Edit | Edit | Edit | Edit |
| Relationship Owner | View | Edit | Edit | Edit | Edit | Edit | Edit |
| Auditor | View | View | View | View | View | View | View |
| Sales Manager | View | View | View | View | View | View | View |
| Admin | View | View | — | View | View | View | View |
Each role in detail
Relationship Owner
Prepare assigned operational records and execute eligible reviewed actions.
Can
- Manage customer segments, Opportunities, record attachments, relationship activities
- View Accounts, operation receipts, review decisions
Starts on: Segment Submission Inbox
Auditor
Read authorized evidence and reports.
Can
- View Accounts, customer segments, operation receipts, Opportunities, Organizations, record attachments, relationship activities, review decisions, team members
Starts on: Segment Submission Inbox
Sales Manager
Review eligible revisions independently and reconcile operational evidence.
Can
- View Accounts, customer segments, operation receipts, Opportunities, Organizations, record attachments, relationship activities, review decisions, team members
Starts on: Segment Submission Inbox
Admin
Maintains platform user identities under the access policy agreed during setup so each person resolves to active team membership; independent review remains with Sales Manager.
Can
- Manage Users
- View Organizations, team members
Set up B2C CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.