Roles & Permissions
Manage access levels, custom roles, and audit changes across your workspace
Permission Matrix
Compact preview · 6 roles × 6 categories
| Role | Deals | Accounts | Reports | Team | Settings | Billing |
|---|---|---|---|---|---|---|
Administrator | A | A | A | A | A | A |
Sales Manager | A | A | A | A | V | V |
Account Executive | A | A | E | — | — | — |
SDR | E | V | V | — | — | — |
Operations | E | E | A | E | A | V |
Viewer | V | V | V | — | — | — |
VView
EEdit
AAdmin
—None
Recent role changes
Audit trail of permission modifications