Roles and Permissions
The five standard roles and what each one can do.
Your role decides which pages and actions you can use. There are five standard roles.
| Role | What it can do |
|---|---|
| Admin | Everything, including users, roles, webhooks, settings and deleting records. |
| Manager | Create and update leads, activities, contacts, marketing and targets. View reports and settings. Cannot delete leads or customers, or manage users, roles or webhooks. |
| Sales | Create, update and convert pre-leads and leads; log activities and contacts. View customers, targets and marketing. |
| Marketing | View leads; run email, SMS, call and WhatsApp campaigns; build surveys. |
| Support | View customers, contacts, activities and appointments; approve or reject AI replies waiting for review. |
Every role can use the Dashboard, the calendar, Boards and their own notifications.
When Something Is Missing
Menu items you can't use are hidden. If you open a page you can't access, you'll see Access restricted. Ask your administrator to review your role.
Custom Roles
Admins can create custom roles under Settings > Roles. See Managing Users and Roles.