Overview
Two things decide what each person on your TitanX account can do: a seat and a role. A seat is what you buy. It sets which parts of the platform a user can open, their monthly credit access, and how many phone numbers your account can use. A role is assigned by your account admin on the People page and sets what the user can do inside those parts. Each user holds one role (Account Executive, SDR, Sales Leader, or Sales Operator) and may also hold the Admin seat.
In the table, Rep means an Account Executive or SDR. The Rep, Sales Leader, and Sales Operator columns assume a Strategic or Scale seat. Admin means the Admin seat held on its own; a Sales Leader who also holds the Admin seat can do everything in both columns.
Dialer-Only seats open Execute, Mission Control, and Feedback only, so they can't run jobs, see contacts or accounts, or create campaigns. Data-Only seats open Intelligence only: Jobs is available, Contacts, Accounts, and Campaigns are locked, and CSV upload appears when it's enabled for your account. The Data-Only Admin seat adds Target. Data-Only seats don't include dialing, Mission Control, Feedback, or the script library.
Who can do what
✓ means the user can do it. ✗ means they can't.
Feature | Rep (Account Executive or SDR) | Sales Leader | Sales Operator | Admin (Admin seat) |
Parts of the platform (set by seat) |
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Target (CRM connection, field mapping, import) | ✗ | ✗ | ✗ | ✓ |
Intelligence (jobs, contacts, accounts, campaigns) | ✓ | ✓ | ✓ | ✓ |
Execute (Smart Stream, dialer) | ✓ | ✓ | ✓ | Opens, but no dialing |
Mission Control (own Smart Stream, tasks, dispositions, and call stats) | ✓ | ✓ | ✓ | ✓ |
Feedback (Call Library) | ✓ | ✓ | ✓ | ✓ |
Dialing |
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Dial from Smart Stream and campaigns | ✓ | ✓ | ✓ | ✗ (the Admin seat has no phone number) |
International dialing | International seat only | International seat only | International seat only | ✗ |
Feedback (Call Library) |
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Own calls and recordings | ✓ | ✓ | ✓ | ✓ |
All reps' calls, filter by rep | ✗ | ✓ | ✓ | ✓ |
Campaigns |
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Create a campaign | ✓ | ✓ | ✓ | ✓ |
Manage campaigns you created (contacts, reps, end, delete) | ✓ | ✓ | ✓ | ✓ |
Manage any campaign in the account | ✗ | ✓ | ✓ | ✓ |
Edit scripts and battle cards on a campaign you're assigned to | ✓ | ✓ | ✓ | ✓ |
Share campaign sequence templates account-wide | ✗ | ✓ | ✓ | ✓ |
Contacts and accounts |
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Personal saved views | ✓ | ✓ | ✓ | ✓ |
Account-wide saved views | ✗ | ✓ | ✗ | ✗ |
See and manage every task on a contact, not just your own | ✗ | ✓ | ✓ | ✓ |
Scoring and enrichment (Jobs) |
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Run scoring and enrichment jobs | ✓ | ✓ | ✓ | ✓ |
Monthly credit access | The seat's monthly credits (Strategic 1,000 / Scale 2,000); your admin can raise it | Same as Rep | Same as Rep | Unlimited (draws on the account pool) |
Rename a job | Own jobs | Any job | Own jobs | Any job |
Scripts |
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Script library: use shared scripts, create private ones | ✓ | ✓ | ✓ | ✓ |
Edit or delete other people's shared scripts | ✗ | ✓ | ✓ | ✓ |
Settings |
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My account: General, Security (password, MFA) | ✓ | ✓ | ✓ | ✓ |
Company general settings (name, timezone) | View only | View only | View only | View only |
People: invite, assign seats and roles, raise credit limits, deactivate, transfer the admin seat | ✗ | ✗ | ✗ | ✓ |
Call dispositions (edit the list) | ✗ | ✓ | ✓ | ✗ |
Recording settings | ✗ | ✓ | ✓ | ✗ |
Topic configuration | ✗ | ✓ | ✓ | ✗ |
Credits: your own monthly access | ✓ | ✓ | ✓ | ✓ |
Credits: account pool balance and every user's usage | ✗ | ✗ | ✗ | ✓ |
CRM integration and user mapping | ✗ | ✗ | ✗ | ✓ |
Authentication and SSO | ✗ | ✗ | ✗ | ✓ |