At Amplemarket, we empower sales teams with an AI-driven platform to streamline outbound efforts, from lead generation to personalized engagement. To ensure your team operates efficiently while maintaining control over sensitive settings, Amplemarket provides two distinct user roles: Admins and Sales Reps. These roles define what each team member can access and manage within the platform, allowing you to balance flexibility with governance.
This article outlines the permissions and responsibilities tied to each role, helping you assign the right level of access to your team members. Whether you’re an admin configuring account-wide settings or a sales rep managing your daily workflows, understanding these distinctions ensures a secure and productive experience.
Overview of Roles in Amplemarket
Amplemarket’s role-based permissions are designed to support sales teams of all sizes. Here’s a high-level look at the two roles:
- Admins: Typically managers or senior team members, admins have full control over account-level settings, user management, and analytics. They oversee the platform’s configuration to align with organizational goals.
- Sales Reps: Often individual contributors on the front lines, sales reps focus on their own tasks, sequences, and analytics, with limited access to account-wide controls.
Below, we break down the specific permissions for each role, including unique admin capabilities in the Duo feature.
Key Differences at a Glance
| Capability | Admin | Sales Rep |
|---|---|---|
| Manage integrations | Yes | No |
| Configure personas | Yes | No |
| View account-wide analytics | Yes | No |
| View individual analytics | Yes (all team) | Yes (self only) |
| Set mailbox sending limits | Yes (org or rep) | Yes (self only) |
| Invite/remove team members | Yes | No |
| Set email reveal credit limits | Yes | No |
| View credit consumption | Yes (account-wide) | No |
| Access Domain Health Center | Yes | No |
| Setup Duo signals | Yes | No |
| Create Duo competitors | Yes | No |
| Enforce messaging settings | Yes | No |
Admin Permissions
Admins are the backbone of your Amplemarket account, with privileged access to configure, monitor, and manage the platform at an organizational level. Here’s what admins can do:
Account-Level Configuration
- Integration Settings: Admins can connect and manage integrations with CRMs (e.g., Salesforce, HubSpot) and power dialers, ensuring seamless data flow across your tech stack.
- Persona Configuration: Admins define and configure personas in the Searcher tool, enabling the team to filter leads based on predefined criteria (e.g., job titles, industries).
- Mailbox Sending Limits: Admins set sending limits for the entire organization or customize them for specific sales reps, optimizing email deliverability and domain health.
Analytics and Insights
- Account-Wide Analytics: Admins have access to comprehensive analytics, including performance metrics for lists, sequences, tasks, and contacts across all team members.
- Sales Rep-Specific Insights: Beyond account-wide data, admins can drill down into individual sales rep performance, reviewing their lists, sequences, tasks, and contacts.
- Credit Consumption Overview: Admins monitor account-wide credit usage (e.g., email reveals), ensuring efficient resource allocation.
User and Team Management
- Manage Team Members: Admins can invite new sales reps, remove existing ones, and adjust permissions as needed.
- Email Reveal Credit Limits: Admins assign and modify credit limits for email reveals on a per-sales-rep basis, balancing access with budget constraints.
Domain and Mailbox Oversight
- Domain Health Center: Admins access detailed mailbox data for all sales reps via the Domain Health Center, monitoring deliverability metrics and identifying potential issues.
Duo-Specific Admin Permissions
For teams using Amplemarket’s Duo feature, admins gain additional controls:
- Setup Signals: Admins configure intent signals (e.g., LinkedIn activity, company news) to help the team identify high-potential leads.
- Create New Competitors: Admins define competitors to track, enhancing competitive intelligence within Duo.
- Enforce Messaging Settings: Admins can standardize messaging across the team, ensuring consistency in outreach tone, style, and content.
Admins wield significant power to shape the Amplemarket experience, making this role ideal for managers or operations leads who need to oversee strategy and execution.
Sales Rep Permissions
Sales reps, typically the ones executing outbound campaigns, focus on their individual workflows within Amplemarket. Their permissions are scoped to personal tasks and data, keeping their experience streamlined and distraction-free. Here’s what sales reps can do:
Limited Analytics Access
- Sales Rep-Level Analytics Only: Sales reps can view analytics related to their own performance—such as sequence success rates, task completion, and contact engagement—but cannot access account-wide or other team members’ data.
Mailbox Management
- Control Personal Sending Limits: Sales reps can adjust their own mailbox sending limits within the boundaries set by admins, giving them flexibility to manage their outreach volume.
Personal Workflow Management
- Manage Own Resources: Sales reps have full control over their own lists, sequences, tasks, and contacts, allowing them to execute their sales strategies independently.
- No Access to Account-Level Settings: Unlike admins, sales reps cannot configure integrations, personas, or account-wide analytics, keeping their focus on day-to-day activities.
No Duo Admin Privileges
- Sales reps cannot set up signals, create competitors, or enforce messaging settings in Duo. These capabilities are reserved for admins to maintain consistency and oversight.
In short, sales reps are empowered to handle their own sales processes without the ability to impact broader account settings or other team members’ workflows.
Managing Roles in Amplemarket
To assign or modify roles, admins can navigate to Account Settings > Users in the Amplemarket platform. Here’s how it works:
- Adding Sales Reps: Invite new team members via email and assign them as admins or sales reps. By default, new team members are set as sales reps unless admin privileges are explicitly granted.
- Editing Permissions: Admins can toggle a team member’s role between admin and sales rep at any time, adapting access as team needs evolve.
- Removing Team Members: Admins can delete any other user, ensuring only active team members retain access.
For more information on actions you can take on this screen, check this article: Managing Users on Your Account
Best Practices for Role Assignment
- Limit Admin Access: Reserve admin roles for managers or trusted team members who need to oversee account settings and team performance. Too many admins can lead to unintended changes.
- Empower Sales Reps: Give sales reps the autonomy to manage their own workflows while relying on admins to handle configuration and compliance.
- Leverage Duo Admin Features: If using Duo, ensure at least one admin is responsible for signals and messaging to maintain a cohesive strategy.
Amplemarket’s role-based permissions strike a balance between control and flexibility, enabling admins to manage the platform holistically while allowing sales reps to focus on their sales goals. By understanding these distinctions, you can assign roles that align with your team’s structure and objectives, driving efficiency and success in your outbound efforts.
Need help setting up roles or troubleshooting permissions? Reach out to our support team at support@amplemarket.com or explore more resources in our Knowledge Base.