Concepts
Role guides
Use these pages to understand who should open each module, what approvals they own, and where their authority ends.
Representatives
Use agenda, routes, HCP context, engagement, notifications, and profile tools to execute the field plan.
Managers
Coordinate route approval, performance review, commercial follow-up, territory coverage, and team continuity.
Administrators
Run workspace governance, user access, onboarding, integrations, settings, and subscription posture.
Medical Teams
Review scientific exchanges, KOL context, follow-up queues, and medical evidence quality.
Compliance Teams
Operate consent, adverse-event, sample-accountability, and evidence-chain workflows.
Executives And Analysts
Consume governed dashboards, reports, and snapshots without taking operational write actions.