Role Based Access Control
Define admin, manager, rep, and viewer roles with granular permissions and visibility boundaries across modules.
Role Based Access Control lets you define roles for admins, managers, reps, and viewers with granular permissions on leads, pipelines, exports, and settings, along with visibility boundaries and field level locks.
How it works
Create roles with defined responsibilities and access levels, then configure feature level permissions for leads, pipelines, exports, and settings. Visibility boundaries scope data so reps see only their own lead book while managers see their team's data. Field level controls lock sensitive fields from unauthorized viewing or modification, and all access is tracked through comprehensive activity logging.
Key capabilities
- Four role types: admin, manager, rep, and viewer.
- Granular, feature level permissions for leads, pipelines, exports, and settings.
- Assignment based data boundaries scoping access to owned records.
- Field level controls that lock sensitive fields.
- Activity logging that captures every action for audit trails.
- Targeted notifications delivered only to assigned users via SSE and Ably.
- Export coordination that includes assignments, activity logs, and custom fields.
- CustomLookup framework for controlled categorization data.
- Cross module coordination across leads, companies, deals, and contacts.
Tips
Use field level controls to keep sensitive data locked while still letting users complete their normal workflows. This supports compliance without blocking day to day work.