TEAM ROLES SETTINGS · 4 ROLES · CONTROLLED POLICY

Sales team role governance 4 roles · Lead Owner ≠ Salesperson · Branch Manager scope · audit required

Placeholder for Sales & CRM team role governance. Lead Owner ≠ Assigned Salesperson · they are distinct accountabilities measured separately (see screen 070 for compliance comparison). Branch Manager scope is visible at all times · removal/change of Lead Owner requires GM approval · workload visibility is mandatory · every reassignment is audit-logged. This is a Sales & CRM role policy placeholder · not a full Users & Roles module.

4 ROLESOWNER ≠ SALESPERSONPLACEHOLDER · NOT FULL IAM

This month · vs last BRANCH · ALL 4ROLE · ALL 4SCOPE · DEALERSHIP-WIDE

TOTAL ROLES

Lead Owner · Salesperson · Branch Mgr · Sales Mgr

LEAD OWNERS

across 4 branches · 4 above SLA target

SALESPERSONS

≠ Lead Owners · 9 above target · 5 in coaching

BRANCH MANAGERS

1 per branch · oversight + reassign authority

PENDING APPROVALS

reassign · GM review queue

Role matrix · 4 rolesLead Owner ≠ Salesperson · Branch Manager scope · Sales Mgr oversight

v2 · audit · Mar 2025

Lead Owner 8 users

Manager / team-lead role. SLA accountability · workload distribution authority · reassignment power within branch · escalation to GM. Drives screen 070 compliance %.

Manage SLA distributionApprove reassignmentsView branch-wide leadsAudit cadence policyNo customer messaging

Assigned Salesperson 14 reps

Customer-facing rep. Daily activity owner · TD scheduling · quotation drafting · Booking → Delivery handover. Cannot reassign or override Lead Owner SLA.

Own customer touchesDraft quotations · proformasSchedule test drivesCannot reassignNo bulk export

Branch Manager 4 mgrs

Branch oversight role. Visibility across all leads/reps in their branch · reassignment authority · cadence policy review · branch reporting access. One per branch.

View all branch leadsReassign within branchView screens 069 + 070Approve coaching plansNo cross-branch view

Sales Manager / Admin 2 mgrs

Dealership-wide sales policy role. Edit cadence rules · approve stage changes · cross-branch view · export center access · custom report builder. Cannot edit accounting truth · cannot post journals.

Edit cadence rulesApprove stage changesCross-branch viewCannot edit accountingNo customer outreach

Approval & audit policygoverns role changes and lead reassignments

Lead Owner reassignment · GM approval requiredcross-branch transfers · audit-anchored · 30-day rollback eligible

Salesperson reassignment · Branch Manager approvalwithin-branch only · same-day audit log

Workload visibility · all roles always see own scopeBranch Mgr sees branch · Sales Mgr sees dealership · Lead Owner sees own queue + branch

2 reassign requests pending · GM reviewF. Al Suwaidi · Yas Mall → SZR HQ · awaiting approval since 2d

Last audit · 14 Mar 2025annual review · all role boundaries verified · clean

Reports impactrole separation drives 4 screens

063 · Lead Owner PerformanceLead Owners only · SLA + workload focus

061 · Sales PerformanceSalespersons only · close rates + revenue

070 · Cadence Complianceboth roles measured separately · 82% vs 74%

074 · Custom BuilderLead Owner + Salesperson are distinct dimensions

Boundary · this is not full Users & Roles management

User account creation, password resets, single-sign-on, multi-factor enrollment, and external auth integrations live in the SaaS Admin module (handled in platform settings). This screen governs Sales & CRM role policy only · which user can do what within the Sales surface. Lead Owner ≠ Assigned Salesperson distinction is structural and cannot be merged · they measure different things.

Data rules6

Lead Owner ≠ Assigned Salesperson · two distinct accountabilities measured separately
Branch Manager scope visible at all times · oversight + reassignment authority within branch
Lead Owner reassignment requires GM approval · audit-anchored · 30-day rollback eligible
Salesperson reassignment requires Branch Manager approval · same-day audit log
Workload visibility is mandatory · all roles see their relevant scope
This is Sales & CRM role policy · not full Users & Roles / IAM module