Roles and permissions: Admin, Sales, Member
What each role can see and where roles are set.
Access in Agency OS is role-based, with three tiers.
| Role | Can access |
|---|---|
| Member | Today, Clients (all tabs), Team, Settings (own profile and non-admin settings) |
| Sales | Everything a Member can, plus Pipeline |
| Admin | Everything, plus the Admin financial dashboards and admin-only settings |
The sidebar hides what a role can't reach, and the server enforces it, so a link to a restricted page shows a "No access" card.
Setting roles
An Admin sets each person's Team role in Settings → Agency & Team. One nuance: the Admin dashboards tier is tied to the person's organization role, so granting Admin may also mean promoting them in the organization, not just the roster.
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