> For the complete documentation index, see [llms.txt](https://help.getmobly.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.getmobly.com/help-center/account-and-team/user-roles.md).

# User roles in Mobly

Every Mobly user has a role that determines what they can see and do. Roles are set when a user is created and can be updated by a Mobly admin later.

This article explains what each role means in practice — what they see in the app, what controls they have, and how lead visibility works.

## The roles

There are two roles you'll work with:

| Role            | Common label   | Who has it                                                     | Where they work |
| --------------- | -------------- | -------------------------------------------------------------- | --------------- |
| **Mobly Admin** | "Admin"        | Your team lead, RevOps owner, or whoever runs Mobly day-to-day | Hub + mobile    |
| **Client**      | "Rep" / "User" | Event marketers, sales reps capturing leads                    | Hub + mobile    |

Mobly also uses additional internal roles for its own staff and data partners. Those aren't assignable by your admin and aren't covered here.

## What each role can do

### Client (the default rep role)

A Client can:

* Capture leads in the mobile app at events they're assigned to
* View leads they've captured, and leads on events they're assigned to
* Edit lead details, add qualifier values, notes, and descriptions
* Engage with leads (call, email, text, send content)
* Edit their own profile (name, email, calendar links, photo, social links)
* Delete their own account

A Client **cannot**:

* Add other users
* View events they aren't assigned to
* Configure qualifiers, sequences, integrations, or other org-wide settings
* See the Users tab in the Hub

### Mobly Admin

A Mobly Admin can do everything a Client can, plus:

* Add, disable, and reactivate users (manually or via CSV)
* Send welcome emails so new users can complete sign-in
* Assign users to events and configure event details
* Set up integrations (CRM, MA, Slack)
* Configure qualifiers and sequences
* Edit any user's profile fields (name, email, calendars)
* See all leads and events across the org

For most orgs, one or two people are admins — usually the person who owns Mobly internally.

A few things are kept out of customer-admin hands and require a Mobly CSM:

* **Changing a user's role** — promoting a Client to Mobly Admin, or demoting an Admin to Client
* **Sending password reset emails on behalf of another user** — your users can still reset their own password via the **Forgot your password?** link on the login page (see [Having login issues?](/help-center/account-and-team/having-login-issues.md))
* **Enabling org-wide features** like SSO/SAML, Pulse, and other product surfaces

## How lead visibility works

Mobly's lead visibility model is **role + event assignment**:

* **Admins see everything** in the org — every event, every lead.
* **Clients see leads on their assigned events.** Their My Leads view scopes further — see [My Leads](/help-center/the-hub/working-with-leads/my-leads-sales-rep-view.md).

There are no per-lead access controls today. If a Client is assigned to an event, they can see all leads captured at that event (not just their own scans). If you need a rep restricted to only the leads they personally captured, that's the **My Leads** filter — but it's a view filter, not a permission boundary.

## Changing a user's role

Role changes are handled by Mobly. To promote a Client to Mobly Admin (or vice versa), contact your CSM with the user's name/email and the role you want them set to. Most requests are turned around the same day.

## Related articles

* [How to add users](/help-center/account-and-team/how-to-add-users.md)
* [How to assign users to an event](/help-center/the-hub/managing-events/how-to-assign-users-to-an-event.md)
* [What happens when a user is disabled](/help-center/account-and-team/what-happens-when-a-user-is-disabled.md)
* [My Leads — the sales-rep view of the Hub](/help-center/the-hub/working-with-leads/my-leads-sales-rep-view.md)