Understanding roles

Eagr separates two things: what you can manage (your role) and what you can see (your place in the team hierarchy). Understanding both explains who has access to what.

Roles: Admin and User

Your role decides whether you can manage the organization's setup.

• Admin : can manage settings and users: invite people, assign licenses, configure the organization. An Admin manages the setup but doesn't automatically see every call across the organization.
• User : the standard role. A User works with their own calls, analyses and training, and sees their own performance. In Team, Admins are the people with a checkmark in the Admin column.

Manager: a status, not a separate role

There's no "Manager" role to assign. You're a Manager simply when other users report to you - when you have a team below you.

Being a Manager is what gives you visibility into your team.

Who sees what

• A User sees their own calls and performance.
• A Manager sees the calls, analyses and metrics of the people below them.
• An Admin manages the organization's settings, but only sees other people's calls if they're also their Manager. In short: managing the setup (Admin) and seeing calls (Manager) are independent. Visibility into calls always follows the team hierarchy.