Permissions & Ownership

Overview

Control who has access to your account and what they can do. Set roles and permissions for team members, assistants, and deal coordinators.

User Roles

Admin: Full access to everything Agent: Full CRM, limited settings Assistant: CRM access, no settings Deal Coordinator: Deals only Viewer: Read-only access

Inviting Team Members

1. Settings → Team
2. Click Invite Member
3. Enter email address
4. Select role
5. Send invitation
6. They receive email to set password

Permissions by Role

Admin:

• All CRM features
• Edit settings
• Manage team
• Billing access
• Integration management

Agent:

• Add/edit contacts
• Manage pipelines
• Create deals
• Send emails
• Limited settings

Assistant:

• View contacts
• Add notes
• Schedule tasks
• Upload documents
• No settings access

Deal Coordinator:

• View assigned deals
• Upload documents
• Update milestones
• Add notes
• No contact access

Custom Permissions

Granular Control:

• Can view all contacts vs assigned only
• Can delete contacts (yes/no)
• Can edit settings (yes/no)
• Can access billing (yes/no)
• Can manage integrations (yes/no)

Removing Team Members

1. Settings → Team
2. Find user
3. Actions → Remove
4. Confirm
5. Access immediately revoked

Their Data: Contacts and activity remain, reassign to another user

Quick Reference