Roles & Access
Roles & Access controls who’s on your team and what they can do. Reach it from Admin & Settings → Roles & Access.
Built-in roles
Six roles come ready to use, each with a different scope of permissions:
| Role | Typical use |
|---|---|
| Super Admin | Full access to everything |
| Operations Admin | Day-to-day operations across records |
| Finance Admin | Billing, invoicing, and financial records |
| Delivery Admin | Logistics and delivery-side operations |
| Reviewer Admin | Review and approval workflows |
| Audit Viewer | Read-only access to audit history |
Custom roles
Need something between the built-in roles? Create a custom role and set access per capability area — Contacts, Companies, Deals, and more — at three levels: No Access, View, or Manage. Many areas also expose finer-grained toggles (create, edit own, delete, export, and similar) once you turn on View or Manage for that area.
Inviting teammates
Roles & Access → Invitations → Invite. Assign a role at invite time — they’ll have exactly that role’s access from their first login.
Audit log
Every change to roles and access is recorded in the Audit Log tab — who changed what, and when.
Related pages
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