Roles & Access
The portal recognizes three kinds of users, each with a different view of the world.
Customer
Contractor business owners and their employees. Customers see only their own company's data: their calls, their recordings, their dashboards, their invoices, their playbook. They cannot see other contractors.
Customer-specific guides:
Supervisor
CIC team members — typically team leads — who manage a portfolio of contractor accounts and the agents working them. Supervisors can move across customers, build teams, and watch performance.
Supervisor-specific guides:
- Working Across Companies
- Managing Teams
- Inviting Customers
- Tagging Trades
- Reviewing Playbooks
- Watching Call Patterns
Admin
Senior CIC staff with full system access. Admins run the platform: onboarding contractors, configuring billing, responding to alerts, managing users, and impersonating customers when needed for support.
Admin-specific guides:
- Organizations
- Companies at Scale
- Users & Impersonation
- Stripe Billing
- Invoices
- Call Spikes
- System Operations
- Security
- On-call Playbook
How roles map to the sidebar
Each role sees a different sidebar in the portal. Roughly:
| Sidebar item | Customer | Supervisor | Admin |
|---|---|---|---|
| Dashboard | ✓ | ✓ | ✓ |
| Calls | ✓ | ✓ | ✓ |
| Companies | own only | portfolio | all |
| Invoices | own only | — | all |
| Teams | — | ✓ | ✓ |
| Trades | — | ✓ | ✓ |
| Organizations | — | — | ✓ |
| Users | — | — | ✓ |
| Call Spikes | — | — | ✓ |
| File Exports | own only | own only | ✓ |
| Settings | ✓ | ✓ | ✓ |
Identifying your role
In the portal, open your profile menu in the top-right corner. Your role is shown there. If in doubt, your CIC contact can confirm.
Next
- Signing In — invitation, password, login flow