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Reference
Feature by Role Matrix
A quick-reference table showing which Coach Pilot features are available to each user role: Seller, Selling Manager, and Company Admin.
Overview
Coach Pilot uses a cumulative role model, meaning each higher role inherits all the capabilities of the roles below it. A Company Admin can access everything a Selling Manager and Seller can, and a Selling Manager can access everything a Seller can. Use this matrix as a quick reference to understand what each role can do.
Feature Matrix
Feature | Seller | Selling Manager | Company Admin |
|---|---|---|---|
Dashboard | Personal | Personal + Team filters | Personal + Team filters + Notifications |
Workspace / Chat | ✓ | ✓ | ✓ |
Skills & Objectives | ✓ | ✓ | ✓ + Configure |
Pre-Call Brief | ✓ | ✓ | ✓ |
Recording | ✓ | ✓ | ✓ + Configure |
Real-Time Coaching | ✓ | ✓ | ✓ |
Post-Call Coaching | ✓ | ✓ + Team review | ✓ + Team review |
Action Hub | Seller actions | Seller + Coaching actions | Seller + Coaching actions |
Deals Dashboard | Personal | Personal + Kanban team view | Personal + Kanban team view |
Forecast View | Personal | Team + Delta view | Team + Delta view |
Analytics | — | — | Org-wide |
User Management | — | — | ✓ |
Company Configuration | — | — | ✓ |
Role Descriptions
Seller
The standard end-user role. Sellers manage their own deal pipeline, interact with AI coaching during and after sales calls, use the Workspace for skill execution and coaching conversations, and receive AI-suggested actions in their personal Action Hub.
Selling Manager
Has all Seller capabilities plus team-level features. Managers can filter the dashboard by team, territory, and role. They have access to coaching actions in the Action Hub, can review their direct reports' calls and scorecards, and see team-level forecast and pipeline views including the Forecast Delta view.
Company Admin
The primary administrator role within a customer organisation. Company Admins have full Seller and Manager access, plus the ability to manage users, configure platform settings (CRM connections, recording, agentic actions, deal health thresholds), assign playbooks and methodologies, and access organisation-wide analytics.
Key Principle
Roles are cumulative — you never lose capabilities by moving to a higher role. This design ensures that Company Admins and Managers can always experience the platform exactly as their Sellers do, making it easier to provide coaching and support.
