Team Roles & Permissions: A Complete Reference

Role Overview

Explola has six team roles, each with different levels of access. Choose the right role for each team member based on their responsibilities.

Owner

Full access to everything. The owner is the account creator and has exclusive abilities:

• Transfer company ownership
• Delete the company
• All Admin permissions

There can only be one owner per company.

Admin

Near-complete access, suitable for business partners or trusted managers:

• Manage all company settings and profile
• Invite and remove team members, assign roles
• Manage billing, subscriptions, and credits
• Create, edit, and publish tours
• Handle all inquiries and quotes
• Manage reviews and documents
• Access all analytics and export reports

Manager

Operational access for day-to-day management:

• Manage tours (create, edit, submit for review)
• Handle inquiries and send quotes
• Manage reviews and review responses
• Invite team members (but cannot change roles above their own)
• View analytics
• Cannot access billing or company-level settings

Sales Agent

Focused on customer-facing work:

• View and respond to inquiries
• Create and send quotes
• View tour listings (cannot edit)
• View analytics relevant to their work
• Cannot manage team, tours, billing, or company settings

Accountant

Read-only access to financial and performance data:

• View dashboard and analytics
• View quotes and their statuses
• Access billing information and invoices
• Cannot modify any data or handle inquiries

Viewer

The most restricted role — read-only access:

• View dashboard overview
• View published tours
• View inquiries (read-only)
• View reviews (read-only)
• Cannot modify anything, access billing, or manage team

Choosing the Right Role

• Use Admin for business partners who need full control
• Use Manager for operations staff who handle day-to-day tasks
• Use Sales Agent for staff who only handle inquiries and quotes
• Use Accountant for your financial team or bookkeeper
• Use Viewer for stakeholders who need visibility without edit access

Team Size by Plan

• Explorer: 1 member (owner only)
• Essential: Up to 2 members
• Pro: Up to 7 members
• Premium: Up to 20 members
• Enterprise: Unlimited members