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Roles and access

What each role can see and change, including the Support roles, and what to do when someone cannot see a record.

Users, access & workspace settingsUpdated 3 min read

Access is decided per role and enforced on every request. If someone cannot see a record, it is because their role does not grant it, not because of a display setting.

Roles

  • Workspace Admin: everything, including settings, billing and the team.
  • Sales User: works leads, companies, contacts, opportunities, tasks and activities.
  • Foundation User: works the shared companies, contacts, tasks and activities.
  • Support User (when Support is added): creates, reads and updates tickets, companies, contacts, tasks and activities, but can't delete them and has no access to opportunities.
  • Support Admin: everything a Support User can do, plus deleting tickets and changing Support's queues, routing, response targets, templates and Agent.

When someone reports missing data

  1. Confirm which record they are trying to open.
  2. Open Settings, then Team, and check their role.
  3. Change the role in Roles & access if the access is genuinely appropriate.
  4. Ask them to reload.

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Workspace settings

Where every setting lives: workspace, branding, team, Apps, Sales, Support, email, automation, data import and billing.

Manage your Apps

See which Apps your workspace has, what each status means, and how to add, try or remove an App from Settings.

Fields and record layouts

Add fields to companies, contacts, leads and opportunities, and arrange each record page with the layout builder, then publish it.

Plans and billing

See your access in Plan & billing: Early Access, trial or plan. The Start, Grow and Scale plans and the price of extra users and Apps.