Give everyone the right access, and nothing more
Organise people into teams, create custom roles, and set sharing rules for records. Preview the CRM as any user before you give access.
Custom roles
Built around your team
Sharing rules
For who sees which records
Preview
See the CRM as any user
Inside Roles & Permissions
What this module does, in plain words. Which modules you get depends on your plan.
Users & teams
Group people into teams that match your business.
Custom roles
Decide what each role can see and do.
Sharing rules
Control who can see which records.
Preview as user
Check exactly what someone will see before they log in.
Bulk user import
Add many users at once.
Notifications
In-app and push notifications keep people up to date.
Access that matches your business
A new rep should not see everything a manager sees.
- Users, teams and custom roles
- Record sharing rules
- Preview as user
- Bulk user import
Admin basics, covered
The small things that keep a workspace tidy.
- In-app and push notifications
- Media manager for your files
- Storage usage tracking
- Audit log in Reports
Built for teams like these
Growing teams
Add new people safely as you hire.
Multi-branch businesses
Keep each branch's records separate.
Admins
Check access with “preview as user” instead of guessing.
Roles & Permissions questions
Yes. Use roles and sharing rules to control which records each person sees.
Use bulk user import.
Yes. “Preview as user” shows the CRM exactly as they will see it.
Works even better with
Try Roles & Permissions free for 14 days
No credit card needed. Set it up in minutes, then pick the plan that fits.
No credit card · 14-day free trial · Data export always on