How To: Set Up Team Roles and Permissions

Goal

Configure role-based access control (RBAC) so each team member sees and does only what they should.

Steps

Step 1: Navigate to Team Settings

1. Click on your name in the top-right corner, or go to Settings
2. Select Team Management

Step 2: Create a Role

1. Click "Add Role"
2. Set the role name (e.g., "Sales Rep", "Sales Manager", "Admin")
3. Configure data access level:
4. Own: User can only see their own data (contacts, deals, etc.)
5. Team: User can see their team's data
6. All: User can see all data in the organization
7. Set module permissions — for each module (Contacts, Pipeline, Invoices, etc.), choose:
8. Read: Can view records
9. Create: Can create new records
10. Update: Can edit existing records
11. Delete: Can remove records
12. Manage: Full administrative access

Step 3: Assign Roles to Users

1. Go to Team in the sidebar
2. Click on a team member
3. Select their role from the dropdown
4. Save

Common Role Configurations

| Role | Data Access | Key Permissions |

|------|------------|-----------------|

| Admin | All | Full access to everything |

| Sales Manager | All | Full CRM + commission management |

| Sales Rep | Own | CRM read/create, no commission rules |

| Marketing | All | Campaigns, events, read-only CRM |

| Support | All | Support tickets, read-only CRM |

Tips

• Start with the built-in roles and customize as needed
• Use "Own" data access for reps to keep their view focused
• Managers need "All" data access to see commission reports