User Roles & Permissions

If you have a team, you can give each member the right level of access.

Roles you can assign:

• Admin — Full access to everything.

• User — Limited access (ideal for staff who only need calendars or conversations).

Permissions you can control:

• Access to messaging

• Ability to edit automations

• Viewing contacts

• Editing websites

• Managing payments

• Access to settings

This helps keep your system secure and ensures each team member only sees what they need.

Restricting Data Visibility

You can also limit what each user sees in the CRM.

There is a “Restrict data visibility to only assigned data” checkbox.
If you enable this:

• The user will only see contacts assigned to them.

• The user will only see contacts they follow.

• They will not be able to view or access other team members’ contacts.

This feature is useful for protecting client information and maintaining privacy within larger teams.