Three types of Member access
All reps
The Member can view calls and reports for every rep.
Specific reps
The Member can view only the reps an Admin selects.
No reps assigned
The Member can log in, but cannot see rep data yet.
What rep access controls
When a Member has access to a rep, they can see:- That rep’s dashboard and reports
- Calls and transcripts for that rep
- Scorecards, objections, and coaching insights for that rep
- That rep in leaderboards
