CRM roles: who can see, edit, configure and approve
Short answer: PVology CRM has four roles: CRM Admin, Sales Manager, Sales Representative and Read only. Organization owners and administrators start as CRM Admins and members as Sales Representatives. CRM Admins change roles and teams in CRM → Settings → Team and roles.
Verified for PVology 0.30.0 · updated 2026-10-11
What each role can do:
CRM Admin: everything, including settings, automation, roles, import, export and deletion.
Sales Manager: work with records, edit records owned by people in their own sales team, assign owners, import, export and approve discounts.
Sales Representative: create records and edit their own; see reports.
Read only: view records and reports.
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