#Managing Your Team

A well-organized team is the backbone of every successful interior design business. Igolo Interior makes it easy to bring your entire team onto the platform, assign them the right level of access, and make sure everyone sees exactly what they need to do their job well.

#Understanding Roles

Every person on your team gets a role that controls what they can see and do inside Igolo Interior. Think of roles as job descriptions for the software -- they make sure your sales team focuses on leads, your supervisors focus on site work, and your finances stay visible only to the people who need them.

Here is what each role means in plain language:

#Owner / Admin (Super Admin)

This is typically the company owner, director, or operations head. You have full control over everything:

• Manage all team members -- invite people, change their roles, or remove access
• View every lead, project, quotation, and financial record in the system
• Approve quotations, budgets, purchase orders, and payroll
• Configure company settings like your logo, GST number, and payment details
• Manage your subscription and billing

#Manager

Managers oversee the day-to-day operations. They have broad access but cannot change system-level settings or manage user accounts.

• Approve or reject quotations submitted by the sales team
• Convert approved quotations into live projects
• Monitor project timelines and adjust sprint dates when things change on site
• Review and approve purchase orders, material requests, and labor payments
• Access financial data -- project budgets, expenses, and profit margins
• Review daily progress logs and site photos from supervisors

#Sales Executive

Your sales team handles the journey from qualified lead to signed quotation.

• Create and manage leads in the pipeline
• Build detailed quotations with room-by-room breakdowns
• Send quotation PDFs to clients for review
• Log calls, meetings, and follow-ups with clients
• View inventory items (to reference in quotations)

Sales executives cannot approve quotations or convert them into projects -- that requires a manager or admin.

#BDE (Business Development Executive)

BDEs are your frontline lead generators. They capture new leads from every channel -- phone calls, walk-ins, social media, referrals -- and feed them into the pipeline.

• Create new leads and enter all initial contact details
• Log calls and first interactions
• Update lead status as they make progress
• View the lead pipeline and their assigned leads

BDEs cannot create quotations or access project details. Their focus is purely on filling the top of your sales funnel.

#Site Supervisor

Supervisors are your eyes and ears on the ground. They work from the project site and keep the system updated with real progress.

• Log daily work updates with photos and notes
• Mark labor attendance for teams working on site
• Raise material requests (indents) when supplies are needed
• View the project timeline and sprint details

Supervisors cannot approve purchases or access financial data. They report what is happening, and managers make the decisions.

#Client

This is the role for your customers. When you convert a lead into a client, they automatically get access to a simplified portal where they can:

• View their project status and which phase it is in
• See progress updates and photos shared by your team
• Make payments through the online payment gateway
• View their payment history and outstanding balances

Clients cannot see your internal costs, profit margins, or team communications. They only see what you choose to share with them.

#How to Invite a Team Member

1. Go to Settings in the sidebar.
2. Click Users & Roles.
3. Click the Invite button.
4. Enter the person's email address.
5. Select the role you want to assign them (Manager, Sales, BDE, Supervisor, etc.).
6. Click Send Invitation.

The person will receive an email with a link to set up their password and log in. Once they accept the invitation, they will appear in your team list and can start using the platform immediately.

Tip: Double-check the email address before sending. The invitation link is tied to that specific email.

#How to Change Someone's Role

People grow, and their responsibilities change. Here is how to update a team member's role:

1. Go to Settings > Users & Roles.
2. Find the team member in the list.
3. Click on their name or the edit option.
4. Select the new role from the dropdown.
5. Save your changes.

The person's access will update immediately. The next time they refresh their screen or log in, they will see the sidebar and features that match their new role.

Important: Only Admins (Super Admins) can change roles. If you are a Manager and need someone's role changed, ask your Admin to make the update.

#How to Deactivate a Team Member

When someone leaves your company or no longer needs access:

1. Go to Settings > Users & Roles.
2. Find the person you want to deactivate.
3. Click the Deactivate option.

Deactivating an account does not delete any of their work. All the leads they created, quotations they built, and activities they logged remain in the system. The person simply cannot log in anymore.

If they return or need access again later, an Admin can reactivate their account.

#Tips: Who Should Have Which Role?

Here are some practical examples to help you decide:

• Start with fewer permissions, not more. It is easier to upgrade someone's role later than to deal with accidental changes to financial data or project settings.
• Every person who interacts with clients should be on the platform. Even if they only log calls, having that data in one place is invaluable.
• You can have multiple people in the same role. For instance, you might have three Sales Executives and two Site Supervisors -- that is perfectly normal.
• Admins should be limited. Ideally, only 1-2 people (the business owner and perhaps a trusted operations head) should have the Admin role.