Introduction
Understanding the different user roles in SalesHub™ ensures proper platform management and maximizes your team's efficiency. This guide explains each role's responsibilities and access levels for SalesHub™ Starter and Pro tiers.
Property Admin Role
The Property Admin role in SalesHub™ has comprehensive responsibilities and full platform access privileges. Multiple Property Admins can be assigned to a single property, with team members taking on different aspects of administration based on their expertise and responsibilities.
Property Admin Access Privileges
Property Admins have comprehensive system access, including:
- Full Asset Library Management: Add, edit, delete, categorize, and tag assets
- Complete User Management: Add salespeople, view all users, and delete users when needed
- Analytics Access: View all property analytics including asset and channel performance
- Property Settings: Configure and customize property-specific settings
- Pro Features: Access to advanced features including voice memos and experience locking
This role is ideal for: General Managers, Directors of Sales and Marketing, Sales Managers, or other team members who oversee sales operations and technology implementation.
Property Admin Responsibilities
Property Admins handle all aspects of SalesHub™ management:
Strategic Responsibilities:
- Driving platform adoption across your organization
- Making strategic decisions regarding platform usage
- Monitoring analytics for long-term performance trends
- Serving as primary point of contact for your dedicated Success Manager
- Implementing expectations set by management company (if applicable)
Operational Responsibilities:
- Managing sales materials including uploading and organizing photos, documents, and videos
- Establishing platform organization based on property-specific needs
- Coordinating platform launch and implementation
- Adding and managing users during initial setup and on an ongoing basis
- Ensuring team training and platform adoption
Technical Leadership Responsibilities:
- Ensuring consistent usage across the team
- Onboarding new employees as they join
- Serving as subject matter experts for platform-related questions
- Planning photoshoots and managing distribution channels
Salesperson User
- Core platform users from Sales, Events, Marketing, and related departments
- Added by Property Admin once the platform is ready for wider use
- Requires standard user training to maximize platform benefits
Salesperson Access Privileges
Salesperson users have access to essential features needed for sales activities:
- View Asset Library: Access all approved property assets
- Create Experiences: Build "My Collection" in Starter tier; create unlimited custom experiences in Pro tier
- Engagement Tools: Use digital business cards and receive engagement notifications
- Experience Analytics: View analytics for experiences they've created and shared
- University Access: View all training videos and resources
Key limitations compared to Property Admin role:
- Cannot add or delete other users
- Cannot manage property settings
- Limited analytics access (can only see their own experience analytics)
- Cannot lock/unlock experiences
- Cannot delete assets from the library
TrueTour™ / No Login (Required)
- Your Full Collection Link contains all assets for easy access and sharing
- Requires minimal training to access and share basic content
Access includes: Viewing and sharing public-facing content through provided links.
Feature Access Comparison
Below is a comparison of key features and permissions between Property Admin and Salesperson roles in SalesHub™:
| Feature Area | Property Admin | Salesperson |
|---|---|---|
| Asset Library | Full management (add, edit, delete, organize) | View only |
| User Management | Add salespeople, view and delete users | No user management |
| Analytics | Complete property analytics access | View only personal experience analytics |
| Property Settings | Full configuration access | No access |
| Notifications | Asset and engagement notifications | Engagement notifications only |
Role Assignment Best Practices
When assigning roles within your organization:
- Designate 2-3 Property Admins per property for redundancy and coverage
- Select Property Admins with decision-making authority and technical aptitude
- Provide appropriate training for each role type based on their responsibilities
- Review role assignments quarterly to ensure proper access and update as needed
- Create a succession plan to maintain platform knowledge if key personnel leave
Next Steps
Work with your Success Manager to identify the right team members for Property Admin and Salesperson roles based on your team's structure and expertise.
For additional help with user management, visit our Help Center article "Adding Users to SalesHub™" at https://saleshub-vm.zendesk.com/hc/en-us/articles/user-management-guide
To schedule training for your team, visit "SalesHub™ Training Sessions" at https://saleshub-vm.zendesk.com/hc/en-us/articles/training-schedule
Need additional help? Submit a support ticket through our Support Request Form and our team will assist you promptly.