Security & Privacy
Roles & Permissions
Salesvora keeps access control simple on purpose — two roles, no confusing permission grids to manage.
The two roles#
- Owner (Admin) — full access to everything: all leads, all reports, team management and every setting. The first person to sign up for a business is the owner.
- Team member (Team member) — a focused view of their own work: only their assigned leads, their own follow-ups, and their personal pipeline.
A team member can also be given admin access, which grants them everything in the Owner column below without making them the account owner. Only the owner can grant or revoke it, from the Team page.
Why so simple?. Small sales teams don't need enterprise permission matrices. Two roles cover the real need — owners run the business, team members work their leads — with zero setup.
Capability matrix#
| Capability | Owner | Team member |
|---|---|---|
| View all leads | Yes | Assigned only |
| Add / edit leads | Yes | Their own |
| Pipeline board | All leads | Their leads only |
| Follow-ups | All | Their own |
| Reports & analytics | Full | — |
| Team management | Yes | — |
| Settings (business, notifications, web form) | Yes | — |
| Dashboard | Org-wide stats | Personal stats |
| Import CSV | Yes | Yes |
How assignment ties in#
A team member's world is defined by what's assigned to them. Owners distribute and reassign leads from Team Management; everything a team member sees — dashboard numbers, pipeline cards, follow-up lists — flows from that assignment. This keeps each person's view clean and their focus clear.
Roles operate entirely within your isolated organization — read Data & Privacy for how that isolation works.