> ## 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.

# Account & Access

> Set up users, roles, and permissions in Sozo CRM.

# Account & Access

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

## Roles at a glance

<CardGroup cols={3}>
  <Card title="Admin" icon="shield">
    Full workspace control, settings, and team management.
  </Card>

  <Card title="Manager" icon="users">
    Team-level visibility, oversight, and coaching workflows.
  </Card>

  <Card title="Rep" icon="user">
    Own deals, own earnings visibility, and assigned workflows.
  </Card>
</CardGroup>

## Recommended setup order

<Steps>
  <Step title="Create your admin owner account">
    Keep this account controlled by leadership or operations.
  </Step>

  <Step title="Add managers by team structure">
    Mirror your real org chart so reporting and visibility are clean.
  </Step>

  <Step title="Invite reps with least-privilege defaults">
    Start narrow, then expand access only when needed.
  </Step>

  <Step title="Validate access with one user per role">
    Run a quick role test to confirm each role sees exactly what it should.
  </Step>
</Steps>

## Security baseline

<Check>
  Require strong passwords and enforce MFA where available.
</Check>

<Check>
  Remove stale users within 24 hours of offboarding.
</Check>

<Check>
  Avoid shared credentials. Every user should have a unique identity.
</Check>

## Common mistakes to avoid

<Warning>
  Giving all managers admin access creates avoidable risk and audit noise.
</Warning>

<Warning>
  Letting reps edit payout logic can break trust quickly. Keep earnings logic centrally controlled.
</Warning>

## Next step

Go to **[Quickstart](/quickstart)** to finish workflow setup and launch prep.