Roles & Permissions
Give everyone the right access — no more, no less
Role-based access control decides who can see, edit, and delete records and settings across the workspace. Set it once by role, and every teammate gets exactly the access their job needs.
The right access for every role
An SDR, an AE, a delivery lead, and an admin don't need the same powers. Roles let you grant each the access their job needs and nothing more — without locking people out of their own work.
Sensitive actions stay protected
Deleting records, changing settings, and exporting data can be reserved for the roles you trust with them — so a stray click can't undo what the team relies on.
Onboard by role, not by checklist
Invite a new teammate, pick their role, and they inherit the right permissions instantly. No per-person setup, no 'wait, what can they see?' a week later.
How it works
Every part, explained.
Define what each role can do
Roles map to how your team actually works — who can view, create, edit, delete, and reach settings across the workspace.
Invite teammates to a role
Bring people in (one by one or in bulk) and assign the role that fits, so their access is correct from their first login.
Access is enforced everywhere
Permissions apply consistently across records and settings — what a role can't do simply isn't available to it.
Changes are on the audit log
Permission and settings changes are recorded in the audit log, so you can see who changed access and when.
Deep dive
Everything that's in the box.
Role-based access control (RBAC)
Grant access by role rather than per person, so permissions stay consistent and easy to reason about as the team grows.
Bulk team invitations
Invite multiple teammates at once and assign roles, so onboarding a team doesn't mean setting up one account at a time.
Protected destructive actions
Reserve deletes, exports, and settings changes for trusted roles, so high-impact actions aren't available to everyone.
Settings & data scope
Control reach into workspace settings and data, so admins manage configuration while reps focus on selling.
Audit-logged changes
Access and settings changes land in the audit log with who and when, so permission shifts are transparent.
Field-level permissions — rolling out
Restricting individual fields by role (beyond record- and action-level control) is on the enterprise roadmap, shown with a "Soon" pill rather than claimed as live.
KudosCRM vs. the old way
A different league.
Keep exploring
Related features.
FAQ
Frequently asked
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