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# Admin vs Member Roles in Power Dialer: Understanding Access and Responsibilities

Power Dialer campaigns in Calilio operate on a role-based system that separates management responsibilities from execution tasks. Understanding the distinction between Admin and Member roles is crucial for organizing your team's calling operations effectively.

## Admin Role: Campaign Management and Control
Admins are the architects of your Power Dialer campaigns. They have full control over campaign creation, configuration, and oversight.

### What Admins Can Do

**Campaign Management**
* Create new calling campaigns from scratch
* Edit campaign settings and parameters
* Start, pause, and stop campaigns
* Delete campaigns when no longer needed
* Assign campaigns to teams or individual members

**Contact and List Management**
* Import contact lists via CSV files (up to 10 MB)
* Access and download contact templates
* Manage multiple contact lists
* View valid contact counts and import status

**Disposition Setup**
* Create disposition categories for call outcomes
* Define how call results are tracked and organized
* Manage existing dispositions across campaigns

**Configuration Control**
* Select outbound caller ID numbers
* Set preview duration (time agents review contact info before calls)
* Configure post-call duration (wrap-up time between calls)
* Assign campaigns by team or individual

**Real-Time Monitoring**
* Access the Active Session dashboard
* View campaign performance metrics (total calls, connected, failed, live calls)
* Monitor which team members are currently on calls
* Track campaign progress and connection rates

## Member Role: Campaign Participation
Members are the front-line agents who execute the calling campaigns. Their access is focused on making calls and managing their individual performance.

### What Members Can Do

**Campaign Access**
* View campaigns assigned to them
* Switch to "Member" view in the Campaign tab
* See their personal campaign assignments

**Call Execution**
* Make calls within assigned campaigns
* Review contact information during preview duration
* Select appropriate call dispositions after each call
* Complete wrap-up tasks during post-call duration

**Performance Tracking**
* Access their personal Call History tab
* View completed calls and outcomes
* Track their progress within assigned campaigns

### What Members Cannot Do
Members have restricted access to protect campaign integrity:
* Cannot create new campaigns
* Cannot edit campaign settings
* Cannot start or stop campaigns
* Cannot import contact lists
* Cannot manage dispositions
* Cannot assign campaigns to others

## Viewing Your Assigned Campaigns as a Member
If you're a team member assigned to a campaign, follow these steps to access your work:
1. Log in to your Calilio account
2. Navigate to **Power Dialer** in the left sidebar
3. Click the **Campaign** tab
4. Toggle to **Member** view in the top right corner

You'll see two sections:
* **Campaign tab**: All campaigns assigned to you
* **Call History tab**: Your individual calling records

## Why This Role Separation Matters

**Prevents Accidental Changes**: Members can't accidentally modify campaign settings while focused on making calls.
**Maintains Quality Control**: Admins ensure consistent campaign setup, contact list quality, and disposition standards.
**Enables Accountability**: Clear role separation makes it easy to track who manages campaigns versus who executes them.
**Scales Efficiently**: Admins can manage multiple campaigns while members focus exclusively on customer conversations.
**Protects Data**: Contact lists and campaign strategies remain secure with admin-only access.

## Quick Reference: Who Does What
| **Function** | **Admin** | **Members** |
| **Create campaigns** | **✓** | **✗** |
| **Import contacts** | **✓** | **✗** |
| **Edit campaign settings** | **✓** | **✗** |
| **Start/stop campaigns** | **✓** | **✗** |
| **Make calls** | **✓** | **✓** |
| **Select dispositions** | **✓** | **✓** |
| **View assigned campaigns** | **✓** | **✓** |
| **View personal call history** | **✓** | **✓** |
| **Monitor all active sessions** | **✓** | **✗** |

Understanding these role distinctions helps your team leverage Power Dialer efficiently. Admins focus on strategy and optimization, while members concentrate on what matters most—connecting with contacts and achieving campaign goals.

**Need to adjust user roles?** Contact your Calilio account administrator or reach out to Calilio support via [**__live chat__**](https://go.crisp.chat/chat/embed/?website_id=e6f4a1e7-86c6-42a1-a6a8-fab86eba7059) for assistance with role assignments and permissions.

| **Field** | **Description** | **Notes** |
| Deal Title / Name | A short descriptive name for the deal (e.g. “Acme Corp – Q4 renewal”) | This is the primary identifier of the deal in list and board views. ([__Pipedrive Support__](https://support.pipedrive.com/en/article/deals-what-they-are-and-how-to-add-them?utm_source=chatgpt.com)) |
| Value / Amount | The monetary value of the deal (e.g. “$50,000”) | Essential for forecasting and pipeline metrics. ([__Chargebee__](https://www.chargebee.com/docs/billing/2.0/integrations/pipedrive-field-map?utm_source=chatgpt.com)) |
| Currency | The currency in which the deal value is denominated (e.g. USD, AUD) | Important if you operate multi-currency or global business. ([__Pipedrive Developers__](https://developers.pipedrive.com/docs/api/v1/DealFields?utm_source=chatgpt.com)) |
| Stage | The sales pipeline stage the deal is currently in (e.g. “Qualified”, “Proposal”, “Won”) | Key for tracking progression through sales process. ([__Pipedrive Support__](https://support.pipedrive.com/en/article/deals-what-they-are-and-how-to-add-them?utm_source=chatgpt.com)) |
| Pipeline | The specific pipeline the deal belongs to (some orgs may have multiple pipelines) | Matches your sales motion structure. ([__Pipedrive Support__](https://support.pipedrive.com/en/article/data-fields-in-pipedrive?utm_source=chatgpt.com)) |
| Owner / Assigned User | The person (sales rep) responsible for the deal | Crucial for accountability. ([__Pipedrive Support__](https://support.pipedrive.com/en/article/deals-what-they-are-and-how-to-add-them?utm_source=chatgpt.com)) |
| Organization / Company | The company or account tied to the deal | Maintains the link between deal and account. ([__Pipedrive Support__](https://support.pipedrive.com/en/article/deals-what-they-are-and-how-to-add-them?utm_source=chatgpt.com)) |
| Contact / Person | The individual contact associated with the deal (prospect or stakeholder) | Helps with communication history and context. ([__Pipedrive Support__](https://support.pipedrive.com/en/article/deals-what-they-are-and-how-to-add-them?utm_source=chatgpt.com)) |
| Expected Close Date | The date by which the deal is expected to be won (or lost) | Helps with forecasting and pipeline timing. ([__Pipedrive Support__](https://support.pipedrive.com/en/article/deals-what-they-are-and-how-to-add-them?utm_source=chatgpt.com)) |
| Probability / Win-Likelihood | (Optional) The percentage likelihood of winning the deal | Useful for weighted forecasting and pipeline health. (Often a custom or system field) |
| Creation Date | The date the deal was created in the system | Standard metadata to track age of deals. ([__Pipedrive Support__](https://support.pipedrive.com/en/article/data-fields-in-pipedrive?utm_source=chatgpt.com)) |
| Last Activity Date | The date of last logged activity on the deal (call, email, meeting) | Indicates deal momentum or stagnation. |
| Status (Open / Won / Lost) | The state of the deal – still active, won, or lost | Basic lifecycle field. ([__Pipedrive Support__](https://support.pipedrive.com/en/article/deals-what-they-are-and-how-to-add-them?utm_source=chatgpt.com)) |
| Source / Lead Source | How the deal (or opportunity) originated (e.g. referral, inbound form, outbound call) | Helps with channel attribution and performance tracking. |