Quickstart Guide
Adding Team Members
Who should be added to Salesbricks?
As you configure and rollout Salesbricks within your organization, you will need to add a variety of different individuals, usually in the order below:Product Marketing
Product Marketing
Responsible for configuring your company’s logo, branding, and marketing copy.
Pricing & Packaging expert
Pricing & Packaging expert
This individual or team will build your bricks, plans, and products that make up your pricing and packaging.
Legal
Legal
Will ensure that all legal documents, such as Master Service Agreements (MSA) and Commercial Terms are up-to-date and ready for use.
Finance
Finance
Configure the connection to finance systems like Stripe, and help implement the flow of any revenue schedules pushed from Salesbricks to your CRM or accounting systems. They will also handle sales tax.
IT & CRM Admins
IT & CRM Admins
Facilitate connecting to your CRM like Salesforce or HubSpot.
Sales
Sales
After your sales team is trained, they will be building orders within Salesbricks, communicating with your customers, and closing deals 🤑!
Adding a team member
1. Navigate to Settings -> Team and click the New team member button.
2. Fill out the team member details and click Save.
Company admin vs. non-admin permissions
Salesbricks provides distinct roles for admin and non-admin users, tailored to support different levels of access and functionality within your team. Below is a comparison of their permissions and capabilities:Shared capabilities
Both admin and non-admin users can:- Create, share, and close orders in Salesbricks.
- Access the Billing page, where they can view and manage all customer invoices.
- View reports and charts, which provide aggregated company-wide data.
Admin capabilities
Admins have advanced access to manage platform-wide settings and operations, including:- View and manage all orders and subscriptions across the team.
- Manage products, plans, and bricks (pricing and packaging settings).
- View and manage company settings, including branding, financial, and legal settings.
- Manage integrations and customer-facing notifications.
Non-admin capabilities
Non-admins have limited access:- View and manage orders and subscriptions they created, or are attributed to.
- Read-only access to pricing and packaging (products, plans, and bricks).
- Read-only access to company settings.
| Capability | Admins | Non-admins |
|---|---|---|
| Create, share, and close orders | ✅ | ✅ |
| Access Billing page & manage all invoices | ✅ | ✅ |
| Access Reports & Charts | ✅ | ✅ |
| View/manage all orders & subscriptions | ✅ | Limited to assigned/created |
| Manage products, plans, & bricks | ✅ | Read-only |
| View & manage company settings | ✅ | Read-only |
| Manage integrations & notifications | ✅ | ❌ |