Modjo uses three roles to define what each user can do on the platform: User, Manager, and Admin. Each role has specific permissions that determine access to features and settings.
Prerequisites
Have an active Modjo account
To assign or modify a role: be an Admin or Manager
To view user roles: access
Settings > Users
The three available roles
User
For whom: Sales reps, representatives, standard users who record and review calls.
What they can do:
Record their own calls and meetings
View calls according to their team's access rules
Use Modjo's core features (search, library, home)
See their own integrations in
My ProfileAccess call transcripts and AI analysis
What they cannot do:
Manage integrations (Salesforce, HubSpot, Google, etc.)
Modify team or organization settings
Create or manage users
Access various templates
Modify call access rules
Typical use case: A sales rep who uses Modjo daily to record customer calls and analyze their performance.
Manager
For whom: Team leaders, people managers, sales managers.
Everything a User can do, plus:
Manage organization integrations (add, configure, remove)
Link team members to external tools (CRM, calendars)
Enable or disable features for users
Create or edit templates
Manage AI scoring visibility for Users
Create and invite new users (without managing subscription)
Manage call access restriction at the team level
View team settings
What they cannot do:
Manage subscription and add licenses
Enable or disable call access restriction at the global level
Typical use case: A manager who configures Salesforce integrations for their team and enables relevant features for their sales reps.
Admin
For whom: Modjo platform administrators in the company.
Everything a Manager can do, plus:
Manage subscription and add licenses
Enable or disable call access restriction at the global level
View all users' integrations
Access all organization settings
Manage roles for all users
Typical use case: An IT or Revenue Operations administrator who configures Modjo for the entire organization and manages advanced permissions.
Role comparison table
Feature | User | Manager | Admin |
Record and view own calls | ✅ | ✅ | ✅ |
Access team calls | ✅ | ✅ | ✅ |
Manage integrations (CRM, calendars) | ❌ | ✅ | ✅ |
Create users | ❌ | ✅ | ✅ |
View all users' integrations | ❌ | ✅ | ✅ |
Create templates | ❌ | ✅ | ✅ |
Manage team call access restriction | ❌ | ✅ | ✅ |
Manage subscription and licenses | ❌ | ❌ | ✅ |
Enable call access restriction at global level | ❌ | ❌ | ✅ |
Best practices
Assign the right role based on profile
User: For all sales reps, BDRs, AEs, CSMs who use Modjo daily
Manager: For team leaders who need to configure integrations and manage their team
Admin: For 1-3 people maximum (IT, RevOps, Main Admin) who manage the platform at the organization level
Review roles regularly
During organizational changes (departures, promotions, reorganizations), remember to update user roles in Settings > Users.
Combine roles and teams
Roles define what you can do, teams define what you can see. Use both in combination for fine-grained access management.
Good to know
No role customization
The three roles are fixed. You cannot create custom roles or modify the permissions of an existing role.
One role per user
Each user has only one role at a time. You cannot assign multiple roles simultaneously to the same person.
The hierarchy is strict
If you need someone to access an Admin feature, you must give them the full Admin role (no "à la carte" permissions).
Roles don't replace call access rules
Even an Admin can be subject to call access restrictions if they are enabled at the team level. Roles and access rules work together.