IQ Team

Team

The operational view of your business, who is responsible for what, and where their attention is needed.

5Team members

21Open tasks

7Client follow-ups

6Student actions

Team records
Role	Responsibilities	Clients	Students	Open tasks	Status
Owner	Lead qualification, Content / campaign review, Follow-ups	31	0	11	Active
Practitioner	Client consultations, Follow-ups	38	18	4	With a client
Educator	Train to Teach, Student onboarding, Course administration	38	47	11	Teaching
Coordinator	Follow-ups, Lead qualification, Client consultations	37	0	6	Active
Practitioner	Client consultations	42	0	6	Off today

Permissions by role

Applied consistently across every module

Roles decide what each person sees. A practitioner works with clients. An educator works with students. An owner sees everything. Custom access is configured when your workspace is built.