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Menaia is built for teams, so different people see different parts of it. Your role decides which areas show up in your sidebar and what you can do in each one.
You don’t pick your own role — an administrator sets it for you. If you think you’re missing access to something you need, that’s the person to ask.

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The roles

Sales Admin

Owns the top of the funnel. Works Leads, manages Clients, builds Estimates with the T&M Calculator, records Ride-Alongs, and sends Proposals. Talks to customers from Communications and the Call Center, and sees the Dashboard when the sales overview is turned on. Their day is about turning interest into sold work.

Sales Member

Works the sales floor. Builds Estimates with the T&M Calculator, manages Clients, sends Proposals, and works Jobs from the Schedule. Texts and calls customers from Communications and the Call Center, and sees the Dashboard when the sales overview is turned on. Unlike a Sales Admin, they don’t work Leads — their day starts from Clients and Estimates.

Client Coordinator

Keeps customers and their details in order. Sets up and maintains Leads, Clients, and Properties, and helps make sure the right work is tied to the right customer and address. Handles customer texts and calls in Communications and the Call Center.

Crew Leader

Runs the work on the ground. Picks up assigned Jobs, works from the Schedule, and logs the team’s time with Shifts. Checks the Dashboard and Automations, reaches customers from Communications and the Call Center, and tracks results in My Performance and My Wallet. Focused on getting jobs done well and on time.

Crew Member

Part of the crew getting jobs done. Sees their Schedule, logs time with Shifts, checks the Dashboard and Automations, and tracks their own results in My Performance and My Wallet.

Ops Manager

Keeps operations moving. Oversees the Schedule and Jobs, balances crews and workload, and makes sure sold work actually gets completed. Works from the Dashboard and Automations, keeps up with customers in Communications and the Call Center, and uses AI BI and the Bonus Report to track results.

Admin

Has the broad, company-wide view. Starts from the Dashboard and Automations, keeps an eye on Communications and the Call Center, and runs the Admin area: AI BI, the Bonus Report, Invoices, Integrations, and Settings, including team members.
Everyone can ask Meni, Menaia’s AI assistant, from the top bar. Dashboard and Automations only show up when Meni is turned on for your workspace, and Communications and the Call Center only when texting and calling are. See Ask Meni and Feature availability.

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What this means for you

Roles aren’t rigid job titles — they’re about access. Many people do a little of several things, and Menaia simply shows each person the tools their role allows.
The simplest way to understand your role: look at your sidebar. The sections you can see are the ones meant for you. If a teammate sees a section you don’t, that’s just their role doing a different part of the job.

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Where to go next

Finding your way around

See how the sidebar groups the areas each role uses.

How work flows

See how these roles hand work off to one another.