Troubleshooting
You see “Managers only”: what to do
“Managers only — Ask a manager to change settings.” appears when someone with the Salesperson role opens a setting that belongs to owners or managers. It’s not an error: ask a manager to make the change or to change your role in Settings › Team.
What salespeople can and can’t access
| Area | Salesperson | Manager and owner |
|---|---|---|
| Settings › Quick replies and Security | Yes | Yes |
| Settings › Team, Channels, Tracked links, Integrations, Duplicates, Operations, Segment and Pipeline | No (“Managers only”) | Yes |
| Analytics | Only “My numbers” and “Service” (for their own numbers) | All tabs |
| Inbox and Kanban | Yes; in the Kanban, only their own leads | Yes, everything |
| Plan and billing | Only billing managers | Only billing managers |
Analytics doesn’t show the “Managers only” screen: if a salesperson opens the address of a manager tab, the dashboard takes them back to their own numbers.
“Only for billing managers”
Plan and billing doesn’t depend on your role in the organization: it belongs to the account owner and the people with billing access. A manager without that access sees “Only for billing managers — The plan and billing are handled by the account owners and billing contacts. Ask one of them for access.” See who can see billing.
Other permission messages
- “You don’t have permission for this action” — the action is for managers (for example, reassigning a lead or editing goals).
- “You can only see your own numbers” — a salesperson tried to open someone else’s numbers.
- “Only the owner can change their own role, status, name and password.” — a manager tried to edit the owner.
- “At least one active manager is required” — the organization can’t be left without a manager.
How to get access
A manager or the owner opens Settings › Team, clicks Edit on your row and changes the role to Manager. Keep in mind that managers leave the rotation: they don’t get new leads automatically. If the owner is the only manager in your organization, talk to them.
Example
Carla, a salesperson at Example Co., wanted to change the auto greeting text and saw “Managers only” in Settings › Operations. The manager made the change. For everyday replies, Carla created her own in Settings › Quick replies, on the Mine tab, which salespeople can access.
Didn’t work? See…
- All roles in detail: roles and permissions.
- Salespeople’s saved replies: quick replies.
Frequently asked questions
Can a salesperson change the funnel or the stages?
No. Pipeline, segment, operations, integrations and team belong to managers and owners. Salespeople move leads between stages in the Kanban, but can’t edit the funnel.
I’m a manager and I see “Only for billing managers”. Why?
Billing is per account, not per role in the organization. Ask the account owner; for now, billing access for other people is granted by our support team.
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