Teams, Roles & Permissions

The right access, for every seat

Structure your workspace as real teams — owner, admins, managers, salespeople, viewers. Administration flows strictly downward: nobody can edit their boss, and everyone sees exactly what their role should see.

Team hierarchy Strictly downward admin Audited changes
What you get

Built in, not bolted on

Roles that match reality

Owner, admin, manager, marketer, salesperson, viewer — each with the visibility and powers that seat needs.

Downward-only administration

You can manage people below you in the hierarchy — never your equals, never your boss. The server enforces it, not just the buttons.

Teams with managers

Group salespeople under their managers; add a member from a team card and the right team and role are pre-selected.

Reps see their world

Salespeople work their own leads and conversations; managers see their team; owners see everything.

Grant only what you hold

When inviting or promoting, you can grant only roles below your own — an admin cannot mint another admin.

Sensitive actions audited

Role changes, removals and permission-relevant actions leave an audit trail with who did what.

How it works

Up and running in minutes

01

Build your teams

Create teams, assign managers, place salespeople under them.

02

Invite with a role

Each invite carries a role — and the system offers only roles you may grant.

03

Everyone works their scope

The pipeline, inbox and reports each person sees match their seat automatically.

FAQ

Good questions, straight answers

Can an admin edit the owner?

No. Administration is strictly downward — you can manage only members below your own rank, and the server enforces it even if a request is forged.

What can a viewer do?

View. Viewers are free seats for stakeholders who need visibility — reports and records without the ability to change or message anything.

Can managers see each other’s teams?

A manager manages their own team. Cross-team visibility belongs to admins and the owner.

Are role changes tracked?

Yes — role and membership changes are audited with the actor and time, so accountability survives staff changes.

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