Steps
- Open Settings › Your setup. Your current role is marked Current.
- Press Switch next to the one you want:
- Creator
- Influencer manager
- Agency or partnerships sales
- Small business / something else
- What resets: the starting words (brand vs client, and so on) and which features start On.
- What stays: your stages, every deal, and anything you renamed.
- Fine-tune after that in Settings › Features (any feature works for any role) and Settings › Names.
- If stages feel wrong for the new work, open Pipeline › Edit stages or Settings › Boards › Edit stages, or press Switch template there. Deals stay when you switch a template.
Questions people ask
Will switching delete my pipeline?
No. Deals and stages stay. Only default words and feature switches reset.
I manage creators but picked Small business.
Switch to Influencer manager, then turn on anything still Off under Features (for example Roster or Commission split).
I am a brand-side partnerships lead, not talent.
Agency or partnerships sales is usually the closest start. You can still rename stages and turn features on or off.