From sales rep to admin, the role is what decides the leads, customers, tasks, and reports a person can open.
Invite the person, then choose the role
A growing team does not need a shared password. Invite each person and give them a role. Sales reps work the records they own. Admins manage users, roles, and the workspace around them.
What the role actually changes
It decides the menus and the records. Leads, customers, tasks, and reports can each be included or left out. The pipeline, the inbox, and Ask Algos follow that same permission: if you cannot open the record, you do not get it in an answer either.
Reports stay honest
When the right people can see conversion by status and by source, the weekly meeting starts from the numbers instead of a spreadsheet export someone rebuilt. Export the CSV when you need the file. Leave the live report in Algos CRM for everyone else who is allowed to see it.