Understanding roles and permissions
Learn what each SAMI OS team role can do so you can pick the right one when inviting a new member.
Every person you add to SAMI OS joins with a role, and that role decides what they can see and change. This guide walks through each role so you can pick the right one when you invite someone under Settings → Team.
The roles you can assign
When you invite a teammate, you choose their role from a dropdown. The roles available follow the Follow Up Boss model:
- Owner — full control of the account, including billing, exports, custom fields, and every other setting. Owner-only controls can't be handed to anyone else.
- Admin — the day-to-day operator. Admins manage the team, lead routing, groups, ponds, templates, and workflows, and they see all contacts, deals, and reporting across the organization. They can't touch owner-only areas like billing or exports.
- Agent — an individual agent who works their own assigned leads, collaborator records, and pond contacts. Agents see their own Pipeline, calendar, tasks, and reporting, and can manage their personal workflows and templates.
- Lender — like an agent, but tuned for loan partners. Lenders work their assigned leads and personal deals and tasks. Reporting isn't available to them.
- Team Lead — an agent leader with team-scoped visibility into contacts, deals, calendar, tasks, and reports for their team.
- ISA Lead — an inside sales lead with account-wide access to leads, deals, collaborators, tasks, and calendars, plus team-level reports.
- Lender Team Lead — a lending leader with account-wide deal and calendar access and team task visibility, scoped to the lender team.
Only owners can assign the Owner role. Admins can assign any role except Owner, so the dropdown they see is shorter than what an owner sees.
Owner-only versus team-management actions
Some actions are reserved for the account owner, and others open up once a role includes team-management or lead-flow permissions.
- Owner-only: billing, data exports, custom fields, custom pipeline stages, appointment types, power-ups, and phone port-away. These stay with the owner no matter what.
- Team management: inviting members, changing roles, and removing people. Owners and admins have this; it's why the invite form only appears for them under Settings → Team.
- Lead flow: routing rules, groups, and ponds. Owners and admins manage these; agents and leads do not.
Because billing lives behind owner permission, the Billing tab only appears for owners. Likewise, lead routing and custom fields are gated to the roles that include those permissions.
Choosing the right role
Pick the narrowest role that still lets someone do their job. Reach for Agent for a producing agent, Admin for an operations manager who runs the team but shouldn't see billing, and a Team Lead or ISA Lead when someone needs visibility across a team's leads and reports without full admin control.
Open Team settings
Go to Settings → Team. You'll see your team directory and the invite form.
Choose a role for the invite
In the Invite teammate card, enter the email and pick a role from the Role dropdown. The options match the roles you're allowed to assign.
Send the invitation
Click Send invite. The new member joins with the permissions for that role once they accept.
Adjust a role later
Open any member in the Team directory, then use the role dropdown next to their name to change it. You can also remove a member from there.
Not sure later? You can change anyone's role at any time from the team directory — promote an agent to admin, or move someone to a team-lead role as your team grows.
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Last updated 2026-06-21