Agent Management

Agent Management is where the team model becomes operational: who is on the team, who manages whom, and which commission work each person can see and act on.

Sales roles and access levels

SDR, AE, and Major AE describe the sales role and commission context. Rep, Manager, and Admin describe access scope. The platform Owner is a separate support role in the owner console.

What managers can see

Managers get a team-aware view of performance, work waiting for review, quota context, and disputes for themselves and their direct reports.

How team management works

Add or invite people, set their access level and manager relationship, align the plan and quota period, and review changes when someone joins or changes role.

What admins can do

Tenant Admins have the broadest operating scope inside their customer company while keeping the distinction between approved and pending visible.