Salesforge offers three user roles, allowing you to control what team members can access and manage within your account.
Admins have unrestricted access to the platform.
This includes:
Managing workspaces
Inviting, removing, and managing users
Accessing billing and subscription settings
Creating and editing sequences
Managing contacts and mailboxes
Using Primebox
Accessing all other Salesforge features
This role is recommended for account owners and team managers who require full access to all Salesforge features and settings.
Standard users can use Salesforge normally and have access to nearly all day-to-day functionality.
This includes:
Creating and editing sequences
Importing and managing contacts
Managing mailboxes
Using Primebox
Launching and managing campaigns
Accessing reporting and analytics
However, Standard users cannot:
Manage workspaces
Invite or manage users
Access billing or subscription settings
This role is ideal for team members who need to run campaigns and manage outreach without having access to account administration.
Primebox Only users have access exclusively to Primebox.
This role is designed for users who only need to manage conversations and inbox activity.
Primebox Only users can:
Access Primebox
View and respond to conversations
Primebox Only users cannot:
Create or edit sequences
Import or manage contacts
Manage mailboxes
Launch campaigns
Access other Salesforge features outside of Primebox
This role is best suited for sales representatives, account managers, or customer-facing team members who only need access to conversations.
