​
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:

​
Adding a team member

1. Navigate to Settings -> Team and click the New team member button. new-team-member 2. Fill out the team member details and click Save.
team-member-details
3. Your team member will receive an email to activate their account and create a password.
activation-email

​
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.
CapabilityAdminsNon-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✅❌