Permission Manager
Give Every Member
Exactly the Access They Need
Configure role-based access controls that define who can view, edit, and manage every feature in the platform. Set permissions at the role level and override at the individual level when exceptions are needed.
Least-privilege by default
Members start with baseline access. Admins unlock additional features and data visibility as needed.
Granular control
Control access at the feature level. A rep can use pipelines but not edit workflows or access billing settings.
Scales with your team
Set permissions once at the role level and every new hire inherits the right access automatically.
Access controls
Permissions that protect without slowing anyone down
Role-Based Permissions
Owner, Admin, and Member roles define baseline access levels. Owners control billing and org settings, Admins manage team configuration, and Members execute day-to-day tasks.
Feature-Level Controls
Toggle access to individual features like workflows, pipelines, reports, or team settings. A member can have full CRM access but no workflow editing rights.
Data Visibility Rules
Control which contacts, deals, and records each role can see. Managers see their team data, reps see only their own, and admins see everything.
Individual Overrides
Need one member to have admin-level access to a single feature? Override their role permissions without promoting their entire access level.
Security
Tight permissions, zero friction
As your team scales from five to fifty, permission boundaries keep sensitive settings locked down without slowing anyone down. New hires inherit the right access from their role, managers get automatic visibility into their reports, and billing stays owner-only.
Compliance
Know who can access what, always
Review permission configurations across your team at any time. See which members have access to which features, identify over-permissioned accounts, and ensure compliance with your internal security policies.
Lock down access
Stop giving everyone admin access.
Build a permission system that protects your data while keeping your team productive.