App Administrator
Maintain organization, membership, and account configuration without business approval authority.
Can
- Manage Accounts, Organizations, team members
Starts on: Active Accounts
- SaaS CRM
- Roles and Access
Who can do what in SaaS CRM
Separate account administration, relationship ownership and independent commercial decisions.
How permissions work
Relationship ownership
Relationship Owner prepares assigned opportunity work and renewal reviews. Protected transitions follow the guarded actions and their evidence checks.
Independent decisions
Sales Manager reviews authorized evidence and makes independent decisions through the review actions. Direct record editing is separate from approval authority.
Administrative responsibility
App Administrator maintains accounts, organizations and team membership. Admin handles user provisioning. Neither responsibility grants business approval authority.
Read-only inspection
Auditor reads authorized records and evidence without changing them or executing actions. Organization scope applies to the evidence they can inspect.
Who can do what
| Role | Accounts and Team | Sales Pipeline | Activity and Evidence | Subscription Reviews | Independent Review | Operation Reconciliation |
|---|---|---|---|---|---|---|
| App Administrator | Edit | Edit | Edit | Edit | Edit | — |
| Relationship Owner | View | Edit | Edit | Edit | View | View |
| Auditor | View | View | View | View | View | View |
| Sales Manager | View | View | View | View | View | View |
| Admin | Edit | View | View | View | View | — |
Each role in detail
Relationship Owner
Prepare assigned operational drafts; guarded workflows own review and protected transitions.
Can
- Manage Opportunities, record attachments, relationship activities, subscription reviews
- View Accounts, operation receipts, review decisions
Starts on: Renewal Review Queue
Auditor
Read authorized evidence and reports only; no record mutation or workflow execution.
Can
- View Accounts, operation receipts, Opportunities, Organizations, record attachments, relationship activities, review decisions, subscription reviews, team members
Starts on: Renewal Review Queue
Sales Manager
Read authorized evidence and execute independent guarded review actions without direct record editing.
Can
- View Accounts, operation receipts, Opportunities, Organizations, record attachments, relationship activities, review decisions, subscription reviews, team members
Starts on: Renewal Review Queue
Admin
Maintain user provisioning and read-only membership checks without business approval authority.
Can
- Manage Users
- View Organizations, team members
Set up SaaS CRM your way.
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