Administration

Settings

Configuration of users, workflow stages, compliance rules, scoring and the platform roadmap.

Users

Four role types control what each person can see and do

NameEmailRoleCountriesStatus
Joachim Kalffj.kalff@example.euAdmin / Project ManagerAllActive
Maria Lopezm.lopez@example.euCallerSpain, PortugalActive
Tomas Novakt.novak@example.euCallerCzechia, PolandActive
Lena Fischerl.fischer@example.euCallerGermany, AustriaActive
Julien Rochej.roche@example.euCallerFrance, BelgiumActive
S. Patels.patel@example.euAmazon User (read-only)AllActive
Anna Webera.weber@example.euCompliance ReviewerAllInvited

Role permissions

  • Admin / Project Manager
    Full access: configuration, all countries, approvals, reports.
  • Caller / Researcher
    Own call queue, assigned leads, questionnaires and tasks.
  • Amazon User
    Read-only management view of progress, qualified companies and reports.
  • Subcontractor
    Own portal only: documents, questionnaire and qualification status.