Permissions
View and manage role-based access control
Role & Permissions
Manage user roles and their permissions across the system
Admin
0
Full system access
Sales Manager
0
Sales team management
Account Manager
0
Account management
Sales Rep
0
Lead management
Customer Success
0
Customer retention
Marketing
0
Marketing campaigns
Support
0
Customer support
Viewer
0
Read-only access
Role Permissions Matrix
Overview of what each role can access and do
| Resource | Admin | Sales Manager | Account Manager | Sales Rep | Customer Success | Marketing | Support | Viewer |
|---|---|---|---|---|---|---|---|---|
Users User management and administration | createreadupdatedeleteassign_role | createreadupdatedeleteexportdashboardactivatesendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportdashboardsendtemplatescampaignsanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | read |
Leads Lead management and tracking | createreadupdatedeleteassignexport | createreadupdatedeleteexportdashboardactivatesendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportdashboardsendtemplatescampaignsanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | read |
Activities Activity tracking and management | createreadupdatedeletebulk_create | createreadupdatedeleteexportdashboardactivatesendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportdashboardsendtemplatescampaignsanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | read |
Analytics Data analytics and insights | readexportdashboard | createreadupdatedeleteexportdashboardactivatesendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportdashboardsendtemplatescampaignsanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | read |
Settings System configuration | readupdatesystem | createreadupdatedeleteexportdashboardactivatesendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportdashboardsendtemplatescampaignsanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | read |
Assignment Rules Lead assignment automation | createreadupdatedeleteactivate | createreadupdatedeleteexportdashboardactivatesendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportdashboardsendtemplatescampaignsanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | read |
Email Email management and campaigns | createreadupdatedeletesendtemplates | createreadupdatedeleteexportdashboardactivatesendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportdashboardsendtemplatescampaignsanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | read |
AI AI-powered features and insights | createreadupdatedeleteanalyzegenerate | createreadupdatedeleteexportdashboardactivatesendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | createreadupdatedeleteexportdashboardsendtemplatescampaignsanalyzegeneratebulk_create | createreadupdatedeleteexportsendtemplatesanalyzegeneratebulk_create | read |
Admin Role
Full system access and control
- Complete user management
- Full lead management
- System settings control
- Analytics and reporting
- Assignment rules management
Manager Role
Team and lead management
- Manage sales and viewer users
- Full lead management
- Team analytics
- Assignment rules
- Cannot create admin users
Sales Role
Lead and activity management
- Manage own leads
- Create and manage activities
- Own analytics and reports
- Email management
- Cannot manage other users
Viewer Role
Read-only access
- View leads and activities
- Access analytics
- View reports
- Cannot create or edit
- Cannot manage users