Account Roles | Specific Duties |
---|---|
Admin |
Admins have permission to view, create, delete, and modify all accounts in Converge. Examples of specific admin duties include the following:
|
Manager |
Managers can create and edit user access for certain accounts. Examples of specific manager duties include the following:
|
Sales Agent |
Sales Agents can process sales and view accounts they have permission to access. They can also create and modify customers, plans, and subscriptions. They cannot access the Account Manager or Users tab. |