Roles & Permissions

Roles group permissions. Every user in Team Management gets one or more roles; those roles decide which sidebar items and buttons they see.

Role manager

Open Roles & Permissions. Create a role, tick the permissions it needs (view leads, create quotes, manage SMTP, and so on), then assign the role to users.

Common roles

• Administrator — settings, users, and all modules.
• Sales — contacts, leads, quotes, proposals, tasks.
• Support — tickets, categories, related contacts.

Your organization can name roles differently. Always test a new role with a test user before you roll it out.

If a screen is missing

Confirm the user’s role includes the permission, and that the subscription plan includes the module. Plan limits are separate from roles.