role overview

Welcome, Admin

Owner-equivalent minus billing and plan changes. Day-to-day operator.

Top 5 things to do

  1. 1.

    Open the attribution report

    5 min

    Skim revenue sources.

    Reports & analytics

  2. 2.

    Use the public directory

    2 min

    Find a business.

    Directory

  3. 3.

    Read the pipeline

    3 min

    Kanban view.

    Sales & CRM

  4. 4.

    Find a lead

    2 min

    Search and filter.

    Leads & CRM

  5. 5.

    Read the activity feed

    3 min

    Stay informed.

    Inbox

What you cannot do as Admin

These areas are limited for this role. Restricted = you can view but not change. Hidden = the route returns 403 or hides from the sidebar. See the full grid at /help/matrix.

  • Agency · hidden
  • Settings · billing + BYOK · hidden
  • Settings · snapshots · hidden
  • Founder admin · hidden

About this role

The role overview is being seeded. In the meantime, browse the feature guides and workflows for this role, or search for what you need.