> ## Documentation Index
> Fetch the complete documentation index at: https://voru.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# User Roles and Permissions

> Understand what each role can access and do in Voru.

# 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:

1. Go to **Settings** in the sidebar
2. Select the **Team** tab
3. Click the edit icon next to the agent whose role you want to change
4. Select the new role
5. Save

Role changes take effect immediately.

## How to Invite a Team Member

1. Go to **Settings** and select the **Team** tab
2. Click **Invite Agent**
3. Enter their email address
4. Assign their role
5. Send the invitation

They will receive an email with a link to create their account and join your team.