Salesflow currently has 3 types of permissions:
Normal User: only have access to their own account
Manager: can have access to their own account + whatever accounts that are assigned to them by admin
Admin: have access to all accounts and can assign manager + accounts to manager (Warmly CSMs only)
If you'd like to have or become a manager, please visit this article, and follow the instructions. Please ping your Warmly CSM for a manager invite code.
This article was written by the Customer Success team at Warmly. Please feel free to reach out to your CSM directly or [email protected]