Roles & Permissions
Create roles, assign users, and configure access permissions for each module in your workspace.
Roles & Permissions
The Roles & Permissions module allows workspace admins to manage user roles and define what each role can access or modify within the CRM.
You can create custom roles, assign members to them, and configure detailed permissions for each module.
Access it from:
Settings → Workspace → Roles & Permissions
All Roles
This section displays all existing roles in the workspace, along with how many users are assigned to each.
- Admin – Full access to all modules
- Member – Standard user role
- Manager – Higher-level role with extended permissions
- Custom Roles – Roles created by your workspace admins
Each role card shows:
- Role name
- Assigned To count (number of members)
- A link to open Manage Permissions for that role
Creating a New Role
Click + Create Role to define a new role.
You will be able to:
- Name the new role
- Configure module permissions
- Assign users later
Custom roles help you tailor access for sales reps, managers, assistants, and more.
Set Default Role
You can define which role should be automatically applied to new members joining your workspace.
Use the Select role dropdown to choose the default role.
Managing a Role
Click any role from the list to open the Manage Permissions page for that role.
The page has two tabs:
- Assignments
- Permissions
Assignments
This tab shows all users currently assigned to the selected role.
For each user you see:
- Profile avatar
- Name
- Assigned date
- Edit icon (to reassign role)
Click Assign Role to add more users to this role.
Permissions
This tab allows you to configure detailed permissions for each module in the CRM.
Available Permission Types:
- Create
- Read
- Update
- Delete
- Invite / Assign (for some entities)
Modules include:
- Company
- Contact
- Deal
- Lead
(Plus any other modules your CRM supports)
You can:
- Check individual permissions
- Use Select All to give full access
- Uncheck items for restricted roles
Once you finish updating, click Save Changes.
Example Use Cases
1. Sales Team
- Read/Write access to Leads, Contacts, Deals
- No access to Roles, Members, or Workspace settings
2. Managers
- Full access to sales modules
- Can assign leads and manage team members
3. Assistants
- Read-only access to deals
- Can update contacts
- Cannot delete records
Best Practices
- Keep Admin role limited to workspace owners or trusted individuals.
- Use custom roles to match your internal team structure.
- Review role permissions quarterly to maintain security.
- Apply the least required permissions to avoid accidental data loss.