Documentation Index
Fetch the complete documentation index at: https://docs.objectionly.com/llms.txt
Use this file to discover all available pages before exploring further.
What's the difference between a Rep and a Member?
What's the difference between a Rep and a Member?
A Rep is a sales rep profile used for reporting. A Member is a person who can log in to Objectionly. A Rep can become a Member if an Admin invites them.
Can a Rep log in to Objectionly?
Can a Rep log in to Objectionly?
Not by default. A Rep is just a reporting profile. If that person needs to log in, an Admin can invite them as a Member.
Why can't a Member see any calls?
Why can't a Member see any calls?
Most likely they have not been assigned any rep access yet. An Admin can fix this on the Team page by assigning reps.
Who can add reps?
Who can add reps?
Only Admins.
Who can invite new Admins?
Who can invite new Admins?
Only Admins.
Can a Member upload calls?
Can a Member upload calls?
No. Uploading, editing, and deleting calls is Admin-only.
Can I give someone billing access only?
Can I give someone billing access only?
Not currently. Billing access is part of the Admin role, which also includes full access to calls, reps, settings, integrations, and team management. If someone only needs to manage billing, they still need to be invited as an Admin. Only invite people you fully trust.
Does my workspace need at least one Admin?
Does my workspace need at least one Admin?
Yes. You cannot demote or remove the last Admin.
Does deleting a rep delete their calls?
Does deleting a rep delete their calls?
It affects how historical data is attributed in reporting. If you only want to stop tracking new calls, leave the rep in place.