Roles


With Knockio’s role-based access system, you decide who can do what. Whether it’s an agent in the field or an admin managing campaigns, roles let you customize permissions with precision. Assign predefined roles like Agent or Admin—or create your own, down to each action like creating tasks, managing leads, or editing routes.

Knockio Roles

Assign the right access to the right people

Custom Roles for Smarter Team Control

1

Predefined Roles Included

Knockio comes with built-in Agent and Admin roles. Get started fast with ready-to-use access levels designed for sales teams.

2

Assign Roles to Any User

Easily assign roles when creating or editing users. Everyone gets only the access they need—nothing more, nothing less.

3

Manage Territory Access

Let some roles create or edit territories, while others can only view them. Match access with responsibility.

4

Customizable Permissions

Create roles that fit your team structure. Choose exactly who can create, view, update, or delete features like leads, campaigns, and reports.

5

Control Over Campaign Actions

Allow specific users to manage campaigns while limiting access for others. No more accidental edits by the wrong person.

6

Reporting and Tracking Control

Give managers access to performance dashboards while keeping analytics hidden from field reps.

7

Role-Based Access Control

Restrict sensitive actions and data to only those who need them. Perfect for keeping field reps focused and admins in full control.

8

Task & Appointment Permissions

Limit who can schedule or update tasks and appointments. Keep calendars organized and permissions tight.

9

Easy Role Updates Anytime

As team grows or responsibilities shift, you can update roles instantly. Knockio made it easy.

A New Way Forward

Manage Your Door to Door Sales Process Efficiently

Say goodbye to scattered leads and inefficient processes. Use the best door to door canvassing app that helps your team generate more leads. Knockio streamlines your sales journey, supercharging lead tracking and sales intelligence.

Testimonials

What Our Customers Say About Knockio

From small teams to enterprise sales forces, Knockio has transformed how companies approach door-to-door selling. Hear directly from the pros using Knockio to boost productivity, close more deals, and stay ahead of the competition.

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This app has made such an impact on our team. I highly recommend looking into it. Game changer for our company.

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Rich Santella

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Great app for canvasing and managing area. I'd have to say its pretty easy and also the support is pretty fast and really good if you have any questions. Ive used several canvasing apps and really like Knockio!

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Daniel Godwin

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Great software! Really helped Organized my sales pipeline

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Connor Shortell

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Amazing company, Always one call away if there is ever a issue and always eager to help!

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Steffan Dandridge

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Best program/app I’ve used for work. Really makes it easier to track my teams activity and see what/where they are having success or struggling

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Ben Loveland

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Amazing app! Definitely has helped out my team a whole lot from our previous canvassing software. They identified what we were struggling with/needed and everything has been met. Highly recommend.

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Ayana Hall

Download The App Now!

Track leads, manage appointments, map routes, and close deals faster from anywhere. The Knockio app gives your team the power to work smarter, not harder.