User Roles
Z360 GTM Hub uses role-based access control. Your role determines what you can see and do.
Role Hierarchy
Role Permissions
SDR (Sales Development Representative)
Can do:
- View dashboard and personal performance
- Capture leads with extension
- Submit daily reports
- View their own targets (read-only)
- View campaigns and leads
Cannot do:
- Edit team targets
- Manage users
- Configure integrations
- Change AI settings
AE (Account Executive)
Everything SDR can do, plus:
- Create and edit campaigns
- Set SDR targets
- Set email targets
- View team reports
- Edit daily reports
- Manage team goals
Super Admin
Everything AE can do, plus:
- Manage users (invite, roles, remove)
- Configure AI models
- Customize AI prospecting agents
- Manage integrations (ZoomInfo, Tavily)
- Full system access
How to Check Your Role
- Click your profile avatar in the sidebar
- Your role badge appears under your name
Requesting Role Changes
Contact a Super Admin to change your role. They can update it in Settings > Team Management.
Role-Based UI Indicators
Throughout the app, you’ll see:
- “View Only” badge - You can see but not edit
- Disabled buttons - Action requires higher role
- Hidden sections - Content not available for your role