Role-Based Access Control
Define granular permissions for each organizational module.
Role summary
Managers have broad access to most CRM modules but restricted access to Finance and Admin Settings.
Enabled modules9/9
Sensitive data accessLimited
Last updatedJul 18, 2026
Pro tip
Use “Inherit” to copy permissions from the Manager role when creating custom sub-roles.
| Module | View | Create | Edit | Delete | Export |
|---|---|---|---|---|---|
Contacts & Accounts People, companies, relationships | |||||
Deals & Pipeline Deals, pipeline, forecast | |||||
Marketing Campaigns, leads, lists | |||||
Finance Invoices, payouts, tax | |||||
SaaS Ops Seats, subscriptions, API | |||||
Automation Workflows, webhooks, triggers | |||||
Support Tickets, knowledge base | |||||
Projects & Delivery Projects, deliverables, assets | |||||
Admin Settings Users, branding, billing |