There are three role types in Objectionly. Two are login roles, Admin and Member, and one is a reporting profile, Rep.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.
Admin
Admin
Admins have full control of the workspace. They manage calls, reps, billing, integrations, settings, and team members. Admins always see every rep’s data.
- Workspace owners
- Sales managers who need full access
- Operations leads
Member
Member
Members can log in to view dashboards, calls, and reports, but only for reps they have been given access to. They cannot manage billing, settings, or other teammates.
- Coaches who only handle certain reps
- Sales reps who want to review their own calls
- Anyone who needs read access without admin controls
Rep
Rep
A Rep is not a login account. It is a profile that represents a salesperson whose calls are being tracked. Reps show up in dashboards, leaderboards, and reports.
- Attributing calls to the right person
- Rep-level scorecards
- Leaderboards and coaching reports
Role comparison
| Capability | Admin | Member | Rep |
|---|---|---|---|
| Log in | |||
| View dashboards | All reps | Assigned reps only | n/a |
| Upload and manage calls | n/a | ||
| Add or edit reps | n/a | ||
| Invite team members | n/a | ||
| Manage billing and settings | n/a | ||
| Tracked in reporting | n/a | n/a |