Internal users
Staff who approve playbook + skill changes proposed by the curator agents. Customer users live on each account's account detail page.
Why we have humans: the platform runs end-to-end on agents, but every playbook and every skill / policy change is human-approved before it reaches live accounts. The internal team's main job is reviewing the curator's proposals queue.
Two ownership axes: every playbook (tactic × industry) needs sign-off from both a vertical lead and a tactic lead.
| Name | Roles | Owns | Last active | ||
|---|---|---|---|---|---|
| Amit Dar | amit@smbportal.com | Super admin | everything | now | Edit |
| Sarah Kim | sarah@smbportal.com | Vertical lead | restaurants, pizzeria, coffee, bars | 8 min ago | Edit |
| Marcus Webb | marcus@smbportal.com | Tactic lead | google_sem, bing_sem, google_lsa | 21 min ago | Edit |
| Priya Nair | priya@smbportal.com | Vertical lead | healthcare, dental, veterinary | 1h ago | Edit |
| Jordan Ellis | jordan@smbportal.com | Vertical lead | home services, HVAC, plumbing, roofing | 35 min ago | Edit |
| Lena Torres | lena@smbportal.com | Tactic lead | meta_paid, tiktok_paid, tiktok_organic | 3h ago | Edit |
| Maya Singh | maya@smbportal.com | Creative | brand-safety, headlines | 12 min ago | Edit |
| Diego Lopez | diego@smbportal.com | Ops admin | platform health, escalations | 2h ago | Edit |
Roles & what they do
- Super admin — full access. Approves anything. Owns plan / pricing / strategic decisions.
- Vertical lead — owns one or more industries. Approves any playbook change for "their" verticals across all tactics. Main job: reviewing curator proposals.
- Tactic lead — owns one or more tactics. Approves any playbook change for "their" tactics across all industries. Same: reviewing curator proposals.
- Creative — reviews ad copy, brand-safety language, creative library. Owns headline / image / video sections of playbooks.
- Ops admin — handles platform health, OAuth issues, escalations from the agent inbox. Doesn't approve playbooks.