Admin - This role is in charge of global settings including system set-up and user management. Some settings cannot be changed. Admins also have complete visibility into the organizations's configuration settings including setting up trackers, adding custom vocabulary, assigning roles to other users, create/edit scorecards and more. The first user in the org is automatically marked as Admin. Admin has the capability to modify the role setting for any user
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Manager (AE / Other) - This role is for managers of primary sales and account teams. Users with this role are able to modify score card questions, create scorecards for Rep's meetings.
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Rep/User - This role is for individual contributors on primary sales and account teams. All subsequent users in the organization are automatically marked with the Rep/User role.
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The table below shows the capabilities for each Role: