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Roles and access
What each role can see and do, and how the sidebar adapts.
Every member has one role in a workspace. The role decides which pages appear in the sidebar and which records they can open.
| Role | Typical person | Main pages |
|---|---|---|
| Administrator | Director, owner | Everything, including settings, sequences and automations |
| Sales manager | Sales team leader | Team, pipelines, approvals, broadcasts, Overview |
| Counsellor | Counsellor | Today, their leads, calls, inbox, payments |
| Service | Student service | Students, batches, schedule, dues, service desk, placement |
| Trainer | Trainer | Their batches, schedule and teaching. No sales pages |
| Placement | Placement officer | Students and placement |
The sidebar
The sidebar is grouped into Sales, Activity, Fees, Students, Insights and Admin. Click a section's name to fold it away; Compass remembers your choice. Home, Today, Ask AI and Tasks stay at the top for everyone, and Settings stays at the bottom.
On a phone, the tab bar shows the pages that matter most for your role.
Changing someone's role
An administrator opens Settings → Members, chooses the person and picks a new role. The change applies right away. Removing a member ends their access immediately; their records stay with the institute.
Note: Approvals follow roles too. For example, a discount over the limit needs a sales manager or administrator, and a payment is confirmed by someone other than the person who recorded it.