Which track is yours?

Your display role helps you find the right starting guidance, but the permission matrix is the final authority for what you can read or change. Custom roles also enter the CRM through their resolved module permissions rather than a built-in role name.

Built-in role	Start here	Then use
System Manager	CRM Admins	Role, integration, automation, and audit guides
Agency Director	Quickstart	Agency health, client risk, financial visibility, and delivery oversight
Sales Manager	Sales managers	Leads, deals, reports, and team guidance
Sales User	Leads and deals	Tasks, contacts, organizations, and sequences as permitted
CRM User	Quickstart	The user guide for the work you are assigned
Customer Success Manager	Quickstart	Accounts, projects, meetings, renewals, and follow-through
Cold Outreach Specialist	Quickstart	Prospect lists, consent-aware sequences, replies, and handoffs
Vendor Portal User	Vendor management	Vendor portal tasks and profile work
Campaign Manager	Marketing leads	Campaigns, creators, sequences, chats, and meetings
Creative Specialist	Campaigns and sequences	Tasks, files, and creator execution as permitted
Software Consultant	Quickstart	Projects, requirements, implementation tasks, and client meetings
HR Manager	HR managers	Team and timesheet guidance
Finance Officer	Finance and legal	Invoices, collections, commissions, and financial reports
Legal Consultant	Finance and legal	Contracts, compliance evidence, and legal-risk workflows
Operations Manager	Quickstart	Delivery capacity, projects, timesheets, and staffing operations

If the table does not match your menu

Follow the menu and the page-level access messages. Your organization may use a custom role or a combination of roles that grants a different set of modules or an own access level.