Roles and Access
BoothRev has four roles. Your role controls what you can see and what actions you can take.The four roles
Rep
Reps capture leads at the booth. They work primarily from the mobile app.- Capture leads using manual entry, card scanning, or voice notes
- See only their own leads
- Confirm email addresses and review follow-up drafts
- Set intent (Hot, Warm, Cold) and add notes
Event Owner
Event owners manage one event. They work from the web app.- Set up the event before it opens: dates, ICP, goals, reps, scorecard, confirmation email
- See all leads across every rep in their event
- Confirm email addresses, handle duplicates, and add leads
- Import leads from a badge scanner CSV
- Export clean leads to the CRM
Field Marketing Manager
Field marketing managers oversee the event programme. They work from the web app.- Create scorecard templates that apply across events
- Set the ICP definition and required qualification fields at programme level
- View all events and their performance dashboards
- Track cost per lead, cost per meeting, pipeline projection, and ROI
Admin
Admins manage the team and the account. They work from the web app admin panel.- Invite new users and assign their role
- Deactivate users who leave the team
- Manage billing, plan, and subscription
Role summary table
| Role | Primary app | Sees their own leads | Sees all event leads | Event setup | Reporting | Team & billing |
|---|---|---|---|---|---|---|
| Rep | Mobile | Yes | No | No | No | No |
| Event Owner | Web | Yes | Yes (own event) | Yes | No | No |
| Field Marketing Manager | Web | Yes | Yes (all events) | Partial | Yes | No |
| Admin | Web | Yes | Yes (all events) | No | Yes | Yes |