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Role Management
Create custom roles and assign granular permissions to control what team members can access.
Default Roles
These built-in roles provide standard permission levels. Custom role creation is coming soon.
Admin
Built-in
Full access to all settings, billing, and team management
manage teammanage billingmanage settingsview all datamanage roles
Member
Built-in
Standard access to pipeline, proposals, and search
view pipelineedit pipelinecreate proposalssearch
Viewer
Built-in
Read-only access to pipeline and company data
view pipelineview companies
Custom Roles
Define custom roles with fine-grained permissions tailored to your organization's needs.
Custom role creation coming soon. You'll be able to create roles with specific permissions for pipeline access, proposal editing, signal visibility, and more.