Roles & Permissions
Define organizational roles, custom access policies, badge colors, and operational capabilities.
Full sovereign ownership and billing control over all workspace configurations, webhooks, and team memberships.
Administrative authority to manage team members, workspace parameters, and service integrations.
Manage subscription invoices, upgrade tiers, payment methods, and receipt downloads.
Create and manage customer deals, stage progression, lead triggers, and pipelines.
Handle customer conversations, shared email inboxes, contact records, and service tickets.
Access API keys, webhook endpoints, and developer sandbox configurations.
Oversee audience acquisition campaigns, social media channels, and lead generation ad webhooks.
Read-only access for compliance verification, telemetry audit logs, and security reviews.
Standard organizational access for viewing customer contacts and daily CRM activities.
Restricted view-only sandbox permissions with no write capabilities.