Roles and permissions
The default roles, what Own, Team, Branch and All mean, masked phone numbers and how to make your own role.
Updated 5 Oct 2026
What you need
- Permission to edit roles (Owner or Admin by default)
- The Growth plan or above to change permissions
Every member has one role. The role decides what they can see and do, and how much of it — only their own leads, their team’s, their branch’s or everyone’s.
Default roles
| Role | Typical person |
|---|---|
| Owner | Company owner: everything, including billing, the full data export and support access |
| Admin | Runs the workspace: users, roles, settings and all data — not the plan or the full export |
| Sales Manager | Runs sales for their branches: distribution, approvals, team exports, branch analytics |
| Team Lead | Sees and redistributes the leads, visits and calls of their reporting tree |
| Sales Agent | Relationship manager: works their own leads, visits and deals; contact details masked |
| Pre-sales / Telecaller | Qualifies new leads from the calling queue and books visits for closers |
| Listing Manager | Acquires owners and keeps listings fresh, including owner and mandate details |
| Site Executive | Runs site visits and walk-ins: OTP check-in, unit holds and cost sheets |
| Accounts | Collections, receipts, invoices, commissions and payouts |
| Marketing | Campaigns, templates, landing pages, forms and source ROI; contact details masked |
| Channel Partner | Partner portal only: registers clients and tracks their own pipeline |
| Auditor | Read-only access to everything; contact details masked |
Scopes: Own, Team, Branch, All
Most permissions have a scope:
- Own — records the member owns or is assigned to.
- Team — their own plus everyone below them in the reporting tree (Settings → Team → Teams & hierarchy).
- Branch — everything in their branches.
- All — the whole company.
Masked phone numbers
Roles such as Sales Agent and Pre-sales see phone numbers masked (+91 98•••••210). They can still call and message from PropZolo. Revealing a full number is a separate permission, and every reveal is written to the audit log.
Make your own role
- Go to Settings → Team → Roles & permissions.
- Create a role and choose Start from — an existing role to copy.
- Change the permissions in the matrix. Use Find a permission to jump to one.
- Save, then assign the role to members in Settings → Team → Members.
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Related articles
- Invite your teamInvite colleagues by mobile number, email or a link, give each one a role, and see who has joined.
- Turn on two-step verificationProtect your account with an authenticator app, keep backup codes safe, and require it for whole roles.
- Audit log and full company exportSee who signed in, exported, revealed numbers or changed permissions, export the log, and download everything your company has in PropZolo.
- Get started with PropZoloThe first hour in a new workspace — the onboarding checklist, what to set up first and where everything lives.
Still stuck?
PropZolo support answers in the app and by email. Something down for everyone? Check the status page.