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Every team member has one of three roles. The role decides which deals they see, which permissions they start with, and their role in your CRM. Admins, or anyone with the Manage Team permission, set roles in Settings → Team → Members.

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The three roles

“Their deals” always means deals where the person is the originator or the closer. See Who sees which deals for the full rules.

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What each role starts with

A role comes with a starting set of permissions. You can change any of them per person, except for admins.
  • Admin has full access to everything. Their permissions can’t be customized, in NextLevel MCA or on the CRM tab.
  • Manager starts with everything a rep has, plus: assigning deals, withdrawing submissions, editing offers, viewing advances, and viewing and exporting reports.
  • Rep starts with: viewing, creating and editing their own deals, submitting to lenders, viewing and logging offers, viewing lenders, and viewing their own Rep Commissions. Reps can’t delete deals, change lenders, or open workspace settings or the team page.
Neither managers nor reps get Settings or Team access by default. See Permission templates for what each permission controls.
Someone who needs to see every deal without being an admin, like a processor or back-office person, can be a rep or manager with the View All Deals permission turned on.

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Change someone’s role

1

Open Settings → Team → Members

Find the person, open the ⋯ menu and click Edit.
2

Pick the new Role

Choose Admin, Manager or Rep. The line under the picker explains what the role can see.
3

Review permissions

Changing the role resets their permissions to the new role’s defaults, on both the MCA and CRM tabs. Re-apply a template or adjust anything you’d customized.
4

Click Save

Their role in your CRM updates at the same time.

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What changes in your CRM

Your CRM only has two roles, admin and user, so NextLevel MCA sets it for you:
  • Admins here are admins in the CRM. Anyone who needs CRM admin rights must be an admin in NextLevel MCA.
  • Managers and reps are CRM users.
  • Assigned data only (CRM) on the CRM permissions tab is turned on for reps and off for managers and admins. With it on, the person sees only the contacts, opportunities and conversations assigned to them in the CRM. It doesn’t change what they see in NextLevel MCA. You can change it per person.

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Common problems

That’s the default. Give them View Settings or View Team (and Manage Team to edit people) on their MCA permissions tab if they need it.
They probably have View All Deals turned on, which some templates include. Turn it off on their MCA permissions tab under Deals.
A role change always starts from the new role’s defaults. Apply a template or set the permissions again, then save.