Editing — Adding someone to the team, and their login

Markdown. Headings, lists, tables, and > for a callout.

Details

Title

Group

Summary

Who can see it

Sales managers, offer owners and growth operators see every SOP regardless of what is ticked here — the ticks decide which reps see it.

Body

**You can do this yourself.** Adding people and handing out logins is open to the Sales
Manager, the Offer Owner and the Growth Operator — it is not Jordan-only, and you do not need to
wait for him.

## The three separate things

They are deliberately separate, and mixing them up is where the confusion comes from:

| Thing | What it is | Without it |
|---|---|---|
| **A team member** | A row on the roster: name, email, job roles | They cannot be picked on a form, assigned a call, or paid commission |
| **A login (a seat)** | A username and password for the portal | They cannot sign in |
| **Their job roles** | Closer, Setter, Dialer, DM Setter, Sales Manager, Triager, Admin | Forms, leaderboards and the EOD chase route off this |

A person can exist on the roster with no login (fine — that is how you record someone before
their first day), and someone's login can be revoked while the roster row stays (which is how you
keep everything they ever filed).

## Adding someone

**Config → Team → Add member.**

1. **Name** — required.
2. **Email** — their real work address.
3. **Roles** — at least one. Someone can hold two: Nate is **Sales Manager + Closer**. Roles are editable later, in place, from the Roles cell.
4. Save. They are now on the roster and selectable on forms.

## Giving them a login

On their row: **Create login**.

1. Pick a **username** — 3–31 characters, lowercase letters, numbers, dots and dashes. Short is better: `felix`, `theo`.
2. Pick their **portal role** — this is what they can **see**, and it is not the same as their job roles:

| Portal role | Sees |
|---|---|
| **Closer** | Sales dashboard, their own forms, their own commission |
| **Dialer** | Sales dashboard, Dials, their own EOD, their own commission |
| **Sales Manager** | Everything in this offer — every rep's numbers, Config, commission rates |
| **Offer Owner** | Everything in this offer |

3. Save. The portal shows a **one-time password, once**. Copy it before you close that box — it cannot be shown again.
4. **Hand it over directly** — Slack DM is fine. There is no invite email; portal logins have no mailbox.
5. They set their own password the first time they sign in. Nothing they do afterwards is your problem.

## Resetting, changing and removing

| You want to | Do |
|---|---|
| They lost their password | **Reset password** — new one-time password, access unchanged |
| They should see more or less | **Change access** — role only, password untouched |
| They have left | **Remove login** — access gone, roster row and everything they filed kept |
| They have left for good | Also set them **inactive** on the roster |

Reset and Change access are deliberately two buttons. Handing someone a password should never
quietly change what they can see.

## The two things you cannot do

1. **You cannot create or touch a Growth Operator seat** — Jordan's and Sam's. The portal answers 403. That is on purpose: it is what stops anyone below that level resetting the owner's password and inheriting the whole system.
2. **You cannot touch a login belonging to a different client's portal.**

Both of those are Jordan's, from the master portal.

## Before you hand out a login

Ask whether they also need **Close CRM**, **Fathom** and the right **Slack channels** — the
portal is one of four systems, and the usual failure is someone having a portal login and no way
to make a call. Doing all four in one sitting is how it is supposed to go.

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