compare rep manager and owner roles
What each role can open
Reps, managers, and owners are three seats on one desk, not three products. Knockdesk is field sales software whose invite roles are Field Sales Rep, Sales Manager, and Admin. Owner is the badge on the primary admin. It is not a role on Invite Member. Change a role later on Members.
Book a Walkthrough- 1Open Organization Settings, then Members. Only an admin sees that footer link.
- 2Read the role on each row: Admin, Sales Manager, or Field Sales Rep. The primary admin also shows Owner.
- 3To change access, pick a new role on that row. Invite Member is how a new person gets a role.
- 4A Field Sales Rep opens Dashboard, Canvassing (Routes, Schedule, Knocks, Earnings), Performance, Pipeline, Team then Coaching, and Analytics. My Onboarding shows until their assigned checklist is done.
- 5A Sales Manager opens Canvass, Coach, Compete for the teams they lead, People, and Analytics. They do not get Organization Settings, so they cannot send Invite Member or set a vendor rate.
- 6An admin opens the org Compete desk, Organization Settings, Vendors, Reconciliation, and invites. Coaching Inbox and script publish stay with admins and sales managers. A field sales rep is sent back to their own Coaching page from the leader inbox.
The three seats
What each role can actually open
Use the names on the invite form. Do not call a sales manager an owner. Do not call the Owner badge a fourth role you can send.
| Role | What they open |
|---|---|
| Field Sales Rep | Canvassing, Performance, their Coaching, Pipeline, Analytics. My Onboarding until the checklist is done. |
| Sales Manager | Canvass, Coach, Compete for teams they lead, People, Analytics. No Organization Settings. |
| Admin | Org Compete, Organization Settings, Members, Vendors, Reconciliation, invites. |
| Owner badge | The primary admin. Same Admin role, plus the Owner mark on Members. |
Related
Keep going from here
- Knockdesk help center
The rest of the task list on this desk.
- Invite your team
Send Admin, Sales Manager, or Field Sales Rep.
- The onboarding gate
What a Field Sales Rep finishes after the invite.
- Knockdesk pricing
Full desk is the only plan on this desk.
FAQ
Frequently asked questions
Is Owner a role I can invite?
No. Invite Member offers Admin, Sales Manager, and Field Sales Rep. Owner is a badge on the primary admin.
Can a sales manager invite a rep?
Not from Organization Settings. That footer link is admin only. Invite Member lives on Members.
Can a sales manager set a commission rate?
No. Vendors and rates stay with admins. A sales manager can read the ledger for teams they lead.
Who sees the coaching inbox?
An admin or a sales manager. A field sales rep is sent to their own Coaching page.
Who sees Territory war?
Admins, when they start a game. A sales manager gets the other formats on the teams they lead.
Pick the seat
Bring the role you are about to send.
Book a Walkthrough and we will open Members, read the Owner badge, and pick Field Sales Rep or Sales Manager. A free trial is not open.
Book a Walkthrough