Team Management

Assign teams and roles to users for feature access control.

Team & Role Assignment

Select User

Assign Team

Partner Number

Reports To (Team Leader)

Team Leader (TL)Regular agent — submits Partner 1/2 reports

Account Manager: Full AC Management access + can assign teams

Account Protector: Full AC Management access + Team Management (limited)

Account Guard: Full AC Management access (no password view)

Campaigning: Campaign management features

Recurring: Recurring payment tracking

Agent: Lead & campaign access

Auditor: View agent leads & audit queue

Senior Auditor: Campaigns, clients, reports, leads & audit queue

None: Basic dashboard & reporting only