Staff Permissions
Give staff members limited access to their own contacts in the admin.
User roles and staff permissions empower you to manage access within your team by assigning specific roles. You can choose from four predefined roles or create custom ones tailored to your unique needs, ensuring that each team member has the appropriate level of access.
Predefined Roles for Easy Setup
Quickly assign one of the four predefined roles (Administrator, Marketer, Sales Manager & Sales Representative) to streamline the setup process. These roles are designed to cover common access needs, allowing you to efficiently manage permissions without having to start from scratch.
Create Custom User Roles
Need something more specific? With the ability to create custom user roles, you can fine-tune access permissions for each team member. This flexibility ensures that everyone only has access to what they need, enhancing security and reducing the risk of errors.
Limit Access to Sensitive Areas
Protect your business by restricting access to critical areas of your system. By carefully assigning roles and permissions, you can ensure that sensitive information and functionalities are only available to authorized personnel.
Leverage this feature to maintain control over your team’s access, enhancing both security and efficiency.
