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New Users & Teams

Name

Primary Team

Secondary Teams

Permissions Summary

Maxwell Mitchell

Deals/Contacts: Full create, edit, assign, delete

Reports/Dashboards: Full access (create/edit/share)

System Settings: Full admin (users, workflows, automations, integrations)

Visibility: Org-wide

Jennifer Mandernach

Deals/Contacts: Full create, edit, assign, delete

Reports/Dashboards: Full access (create/edit/share)

System Settings: Full admin (users, workflows, automations, integrations)

Visibility: Org-wide

Jessica Mascarenhas

Deals/Contacts: Full create/edit in Lighthouse. Secondary Access: BDSE (view + edit)

Reports/Dashboards: Lighthouse + BDSE dashboards

Restrictions: No access to RFP pipeline unless added

Stephen Cozzens

Deals/Contacts/Companies:

Full create/edit rights for RFP pipeline.

Reports/Dashboards: Access to RFP dashboards only.

Restrictions: Cannot see Lighthouse or BDSE deals.

Kathy Stoeberl

Deals/Contacts: Edit rights across Lighthouse, BDSE, RFP

Reports/Dashboards: Full access across pipelines

Restrictions: No system-level admin (cannot manage users or settings)

Richard Sullivan

Deals/Contacts: Read-only

Reports/Dashboards: View dashboards only

Restrictions: No deal creation, no pipeline edits, no emails, no workflow access

Carlos Tarazona

Deals/Contacts: Read-only.

Reports/Dashboards: View dashboards only.

Restrictions: No deal creation, no pipeline edits, no emails, no workflow access.

Chris Stoeberl

Deals/Contacts: Read-only.

Reports/Dashboards: View dashboards only.

Restrictions: No deal creation, no pipeline edits, no emails, no workflow access.

Esmeil Naqeeb

Deals/Contacts: Read-only.

Reports/Dashboards: View dashboards only.

Restrictions: No deal creation, no pipeline edits, no emails, no workflow access.

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