Documentation
Admin Guide/Roles & Permissions

Roles & Permissions

Manage user roles and access control

Control what users can do in your organization with roles and permissions.

Accessing Role Management

Navigate to Settings → Organization → Roles & Permissions.

Default Roles

Your organization comes with default roles:

Owner

  • Full access to all features
  • Can manage billing and subscription
  • Can delete the organization
  • Cannot be removed

Admin

  • Manage organization settings
  • Invite and remove members
  • Configure integrations
  • Access all CRM data

Member

  • Access CRM features (leads, deals, contacts)
  • Create and edit records
  • Limited settings access

Custom Roles

Create custom roles for specific needs:

  1. Click Create Role
  2. Enter role name
  3. Configure permissions:
    • CRM Access — Leads, deals, contacts, projects
    • Settings Access — Organization and CRM settings
    • Integration Access — Email, workflows, git providers
    • Financial Access — Invoicing, costs, budgets

Permission Categories

Read/Write/Delete

For each feature:

  • Read — View data
  • Write — Create and edit
  • Delete — Remove records

Organization Settings

  • Organization Settings Read — View settings
  • Organization Settings Write — Modify settings

Assigning Roles

  1. Go to Settings → Members
  2. Find the user
  3. Click on their current role
  4. Select new role from dropdown

Best Practices

  • Use the principle of least privilege
  • Create role for each job function
  • Review roles periodically
  • Document custom role purposes

Pipeline Customization

Configure deal, lead, and project pipeline stages

Security Settings

Configure organization security policies