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Documentation Index

Fetch the complete documentation index at: https://docs.thesozocrm.com/llms.txt

Use this file to discover all available pages before exploring further.

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Account & Access

Set access correctly on day one so your pipeline, payouts, and reporting stay trustworthy.

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Roles at a glance

Admin

Full workspace control, settings, and team management.

Manager

Team-level visibility, oversight, and coaching workflows.

Rep

Own deals, own earnings visibility, and assigned workflows.
1

Create your admin owner account

Keep this account controlled by leadership or operations.
2

Add managers by team structure

Mirror your real org chart so reporting and visibility are clean.
3

Invite reps with least-privilege defaults

Start narrow, then expand access only when needed.
4

Validate access with one user per role

Run a quick role test to confirm each role sees exactly what it should.

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Security baseline

Require strong passwords and enforce MFA where available.
Remove stale users within 24 hours of offboarding.
Avoid shared credentials. Every user should have a unique identity.

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Common mistakes to avoid

Giving all managers admin access creates avoidable risk and audit noise.
Letting reps edit payout logic can break trust quickly. Keep earnings logic centrally controlled.

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Next step

Go to Quickstart to finish workflow setup and launch prep.