Access control
Users, roles & permissions
Give every team member exactly the screens and actions they need.
CEO / Managing Director
All projects & financials
2
Users
Full
Data scope
28
Permissions
CRM Administrator
Configuration & data
3
Users
Full
Data scope
24
Permissions
Sales Manager
Assigned projects & teams
6
Users
Project
Data scope
18
Permissions
Sales Executive
Assigned leads only
32
Users
Own
Data scope
11
Permissions
Receptionist
Walk-ins & capture
4
Users
Capture
Data scope
6
Permissions
Channel Partner
Partner portal only
48
Users
Portal
Data scope
5
Permissions