[Skip to content](#main-content) Features [Land Lead Management](/features/land-lead-management)[Field Execution](/features/field-execution)[Pricing Intelligence](/features/ai-pricing)[Document Verification](/features/document-verification)[Task Management](/features/task-management)[Competitor Intelligence](/features/competitor-intelligence)[Location Intelligence](/features/location-intelligence)[Smart Dashboard](/features/smart-dashboard)[Audit Trail](/features/audit-trail)[View all features](/features) Solutions For your business [Real Estate Developers](/solutions/real-estate-developers)[Banks & NBFCs](/solutions/banks-nbfcs)[Land Valuation Teams](/solutions/land-valuation-teams)[Legal Teams](/solutions/legal-teams) For your team [Decision Maker](/roles/decision-maker)[Team Lead](/roles/team-lead)[Field Team](/roles/field-team) By Use Case [Land Acquisition](/solutions/land-acquisition)[Site Analysis](/solutions/site-analysis)[Portfolio Management](/solutions/portfolio)[View all roles](/roles) Compare [Proquiro vs Excel](/vs/excel)[Proquiro vs Google Sheets](/vs/google-sheets)[Proquiro vs WhatsApp](/vs/whatsapp-tracking)[Proquiro vs Manual Process](/vs/manual-process)[Proquiro vs LAMS](/vs/lams)[Proquiro vs ERP](/vs/erp) Resources [Land Area Converter](/tools/land-area-converter)[Price Per Sq Ft](/tools/price-per-sqft-calculator)[ROI Calculator](/tools/land-roi-calculator)[OSR Calculator](/tools/osr-calculator-india)[Due-Diligence](/tools/land-due-diligence-checklist)[Site Visit](/tools/site-visit-checklist)[Legal Documents](/tools/document-readiness-checker)[Excel Template](/tools/excel-template)[All tools](/tools) [Pricing](/pricing) [ Sign in ](https://app.proquiro.com)[Request a Demo](/contact/sales)[Start at ₹639/mo](https://app.proquiro.com/users/sign%5Fup?plan=solo) # Understanding roles and permissions Understand the Owner, Admin, Manager, Field Executive, and Lead Assistant roles, and control who can access each part of the platform as needed. 3 min readUpdated Mar 10, 2026 In this category · 4 articles [Inviting team members](/help/team/inviting-users)[Understanding roles and permissions](/help/team/roles-and-permissions)[Reassigning leads in bulk](/help/team/bulk-reassignment)[Deactivating and reactivating team members](/help/team/deactivating-team-members) ## Team Management [Inviting team members](/help/team/inviting-users)[Understanding roles and permissions](/help/team/roles-and-permissions)[Reassigning leads in bulk](/help/team/bulk-reassignment)[Deactivating and reactivating team members](/help/team/deactivating-team-members) Proquiro uses five roles to control what each team member can see and do. Getting roles right matters — they protect sensitive data while making sure everyone has the access they need to do their job. ![Team page showing roles](/help/screenshots/team-page.png) ## Roles ### Owner Full access to everything, including billing, team management, and all data. Each organisation has exactly one Owner. Think of this as the account holder. ### Admin Same access as Owner, except they cannot transfer ownership or delete the organisation. Admins can manage billing, invite/remove users, and see all leads. This is the right role for a trusted operations lead who handles day-to-day admin. ### Manager Can see and manage all leads within the organisation. Managers assign leads to Field Executives and Lead Assistants, create tasks, and upload documents. Cannot access billing or team settings — they’re focused on deals, not admin. ### Field Executive Can see leads assigned to them and leads they created. Field Executives update lead statuses, add notes, upload documents, and manage tasks on their leads. Cannot see other team members’ leads, which keeps things focused. ### Lead Assistant The most restricted role. Lead Assistants can view leads assigned to their manager and add notes or comments, but cannot create leads, change statuses, or upload documents independently. Ideal for support staff who need visibility without edit access. ## Permissions summary | Action | Owner | Admin | Manager | Field Exec | Lead Asst | | ------------------ | ----- | ----- | ------- | ---------- | --------- | | View all leads | Yes | Yes | Yes | No | No | | Create leads | Yes | Yes | Yes | Yes | No | | Change lead status | Yes | Yes | Yes | Own only | No | | Manage team | Yes | Yes | No | No | No | | Access billing | Yes | Yes | No | No | No | | Upload documents | Yes | Yes | Yes | Yes | No | **Tip:** When in doubt, start with a more restricted role. You can always upgrade someone’s permissions later, but it’s harder to walk back access once granted. ## Editing a team member 1. Go to **Team** in the sidebar. 2. Click the member you want to update. 3. Click **Edit**. 4. Change their role or other details. 5. Click **Save**. Only Owners and Admins can edit team member roles. ## Deactivating and reactivating members To remove someone’s access without deleting their history, click **Deactivate** on their profile. Deactivated members cannot sign in, but their past activity (leads, tasks, comments) is fully preserved. Click **Reactivate** to restore access later — everything picks up right where they left off. **Tip:** Always deactivate rather than deleting. It keeps your audit trail intact and makes re-onboarding painless if the person returns. ## Bulk reassign When a team member leaves or changes role, use **Bulk Reassign** to transfer all their leads and tasks to another member at once. This prevents anything from falling through the cracks during transitions. 1. Go to **Team** in the sidebar. 2. Click **Bulk Reassign**. 3. Select the member whose items you want to transfer. 4. Choose the new assignee. 5. Confirm the reassignment. Share: Sorted?YesNo Still need help? We usually reply within hours. [Contact support](/contact) ## Related articles [Team ManagementReassigning leads in bulk](/help/team/bulk-reassignment)[Team ManagementDeactivating and reactivating team members](/help/team/deactivating-team-members)[Team ManagementInviting team members](/help/team/inviting-users)