Team Roles & Permissions

Role Overview

DealOracle uses a role-based access control system with three distinct roles. Each role has a defined set of permissions:

Permission	Super Admin	Admin	Member
View leads & analytics	Yes	Yes	Yes
Manage leads (edit, delete, disposition)	Yes	Yes	Yes
Import / export leads	Yes	Yes	Yes
Manage integrations	Yes	Yes	No
Manage client accounts	Yes	Yes	No
View & manage API keys	Yes	Yes	No
Configure settings	Yes	Yes	Limited
Invite & manage team members	Yes	No	No
Manage billing & subscription	Yes	No	No
Delete client accounts	Yes	No	No

Role Descriptions

• Super Admin — Full access to everything including billing, user management, and account deletion. Typically the agency owner or primary account holder.
• Admin — Full access to all features and data management. Can configure integrations, manage API keys, and adjust settings. Cannot manage billing or team members.
• Member — Can view and manage leads, access analytics, and perform day-to-day operations. Cannot modify integrations or account settings.

Inviting Team Members

Add team members to your DealOracle account so they can collaborate on lead management and analytics.

Steps

1. Navigate to Settings → Team
2. Click Invite
3. Enter the team member's email address
4. Select their role (Admin or Member)
5. Click Send Invitation

What Happens Next

• An invitation email is sent to the specified address
• The invitee clicks the link in the email
• If they already have a DealOracle account, it's linked automatically
• If they don't have an account, they're guided through account creation
• Once accepted, they appear in your team list with their assigned role

Pending Invitations

View pending (unaccepted) invitations from Settings → Team → Pending. You can:

• Resend the invitation email
• Revoke the invitation before it's accepted

Managing Permissions

Manage your team from Settings → Team.

Available Actions

Action	How	Effect
Change role	Click the role dropdown next to a team member	Immediately updates their permissions
Deactivate	Click Deactivate on a team member	Suspends access without removing them (can reactivate later)
Remove	Click Remove on a team member	Permanently removes them from the account

Important Notes

• Role changes take effect immediately — If you downgrade someone from Admin to Member, they lose access to integrations and settings on their next page load
• You cannot change your own role — Another Super Admin must do this
• At least one Super Admin is required — The system prevents removing the last Super Admin
• Removed members lose all access — They can no longer log in to this account, but their own DealOracle account (if they have one) is unaffected
• Audit trail — All role changes and team modifications are logged for accountability