Currently, the Sisu platform has 4 different roles that can be set.  Here are the differences:

  1. Admin: Has access to everything in Sisu.

  2. TC: Has Admin rights with one exception which is the Income Report.

  3. ISA: Has access to all transactions' data in order to be able to make changes. The ISA Dashboard (which they will have in addition to their own User Dashboard) and Leaderboards, will reflect all transactions they are assigned to as the ISA (by being assigned to the “Appt Set By (ISA)” field on the transaction). This lets them monitor the results of transactions where they scheduled the appointment.

  4. Agent: Has access to their own data as well as their team’s data (unless an admin sets a restriction in Admin > Team Settings > View Restrictions).

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