Granular Access Control for Every Team Member

New salespeople are being onboarded and will log into the platform for the first time today.

New hires should not have access to billing, integrations, or user management, but writing a policy document nobody reads is not a real solution.

The Salesperson role is configured with No Access to Billing and Organization and Full Access to Leads and Messages. New hires are assigned that role and land directly on the Leads board.

The service department is being brought onto the platform so service writers can respond to customer texts.

The service team needs messaging and appointments but should not see sales leads, market intelligence, or inventory reports. Giving them full access risks accidental changes.

The Technician role is set to Full Access for Messages and Appointments, with No Access to Leads, Feature Marketplace, and Billing. All service writers are assigned in seconds.

A new operations manager needs cross-store visibility for reporting but should not have edit access to billing or integrations at any location.

Separating 'can see everything' from 'can change everything' is difficult in most systems. Full access or no access is usually the only option.

A custom role is created with Full Access to Leads and Statistics across all locations and View Only on everything else. The new manager is assigned in under two minutes.