Enhance Sales Roles

Problem Statement

Sales reps need to track their performance, pull reports, and create promotional coupons to drive new business, but the current role doesn't give them enough read or export access. At the same time, sales reps should not be able to modify billing, refund payments, or change subscriptions — those operations belong to Customer Service.

💡 User Stories

As a sales representative, I want to be able to view and export customer, subscription, and activity data, create coupons to support deals, and add new customers and organizations to the system

🎯 Definition of Done (DoD)

🟢 Permissions Granted (Sales Rep gets MORE access):

1. View product details (was Admin/Support only)

2. Create and edit coupons (was Admin only — this is a big one for sales-driven deal-making)

3. View invoices and download them (currently bundled with edit/pay, which Sales Rep can't do; needs to be split out)

4. View subscriptions (currently bundled with edit/cancel, which Sales Rep can't do; needs to be split out)

5. Granular customer / organization / address management — currently the role has no granular control here

🔴 Permissions Revoked (Sales Rep gets LESS access):

1. Standard import tool — moved away from Sales Rep (was Yes, becomes No)

⚪ Unchanged:

1. Export data / reports / CSVs (stays Yes)

2. Members of a subscription (stays Yes)

3. Memberships management (stays Yes)

4. All billing modifications, payment operations, subscription edits, payment methods, settings (stay No)