Roles & Permissions
Manage access control and permissions
Default Roles
| Role | Description |
|---|---|
| Director | Full system access |
| Admin | Full system access |
| Sales Manager | Team and campaign access |
Permission Categories
Campaign Permissions
- Create campaigns
- Edit campaigns
- Delete campaigns
- View all campaigns
Lead Permissions
- Import leads
- Edit leads
- Delete leads
- View all leads
Settings Permissions
- Manage organization
- Manage integrations
Assigning Roles
- Go to Organization > Team
- Click on team member
- Select new role
- Save changes
Best Practices
- Use least privilege principle
- Review permissions regularly
- Audit access logs
Related
- Organization - Team management
- Settings - Account settings