Roles and permissions

Every person in your workspace has one of four roles. The role decides which records they can see and what they can do.

Salesperson

• Sees their own customers, leads, deals, quotations and follow-ups — the records they own.
• Creates and edits customers, contacts, leads, deals, quotations and follow-ups, and marks quotations as sent.
• Creates orders and sees products, but not product costs.
• Sees reports.

Sales Manager

Everything a salesperson can do, plus:

• Sees the whole team's records.
• Approves pricing below the minimum margin.
• Manages products and sees product costs.
• Edits orders, deletes records, assigns leads, and imports and exports data.

Admin

Everything a sales manager can do, plus managing the team, settings, pipeline stages, custom fields, the audit log and WhatsApp settings.

Owner

Every permission, including billing. The person who created the workspace is its owner.

Changing what a role can do

On the Business plan, owners and admins can adjust each role's permissions in Settings → Roles & permissions. On Starter, the roles above apply as described.

Related

• I can't see some records
• Margin protection and pricing approval