User Roles and Permissions
Voru has four user roles. Your role determines what you can see and do across the platform.The Four Roles
Agent
The standard role for all sales agents on your team. Agents can log their own daily lead gen activity, manage their personal pipeline, view their goals and scorecard, and see the team leaderboard. They cannot view team financials, manage other agents, or access admin settings.Team Leader
Has full access to all team data and settings. Team leaders can view and manage every agent’s pipeline and activity, set annual goals, run contests, access financial reporting, manage the team roster, create custom metrics, and configure offices.Office Admin
Similar to Team Leader but scoped to a single office location. Office admins can manage agents assigned to their office, view office-level reports and leaderboards, and configure office settings. They cannot access other offices’ data.Franchise Admin
The highest level of access. Franchise admins can view and manage all agents and offices across the entire franchise. This role is designed for franchise owners or regional leaders who oversee multiple office locations.Permissions at a Glance
| Feature | Agent | Team Leader | Office Admin | Franchise Admin |
|---|---|---|---|---|
| Log own lead gen | Yes | Yes | Yes | Yes |
| View own pipeline | Yes | Yes | Yes | Yes |
| View all agents’ pipelines | No | Yes | Office only | Yes |
| View team leaderboard | Yes | Yes | Yes | Yes |
| Set agent goals | No | Yes | Office only | Yes |
| View scorecards | Own only | Yes | Office only | Yes |
| Access financials | No | Yes | Office only | Yes |
| Manage team roster | No | Yes | Office only | Yes |
| Create contests | No | Yes | Yes | Yes |
| Custom metrics setup | No | Yes | Yes | Yes |
| Manage offices | No | Yes | Own only | Yes |
| Franchise View | No | No | No | Yes |
How to Change a Role
Only team leaders and admins can change role assignments. To update a role:- Go to Settings in the sidebar
- Select the Team tab
- Click the edit icon next to the agent whose role you want to change
- Select the new role
- Save
How to Invite a Team Member
- Go to Settings and select the Team tab
- Click Invite Agent
- Enter their email address
- Assign their role
- Send the invitation