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Team permissions and control

The right access for the right people.

Decide who sees and does what

Not everyone needs access to the same information. An owner needs oversight. A manager needs team activity. A staff member needs what is relevant to the job in front of them.

What they can reach
Owner
Manager
Staff
All contacts
Owner
Manager
Staff
Team assignments
Owner
Manager
Staff
Business reporting
Owner
Manager
Staff
Billing and payments
Owner
Manager
Staff
Account settings
Owner
Manager
Staff
Full access Scoped to their work Not available
Different responsibilities, different needs

A service business with three roles.

The shape below is an example, not a fixed template. Permissions are defined around how your organization actually works.

Business owner Needs broad visibility across operations, customers and how the team is performing.
Typically reaches
Everything across the account
Reporting and financial activity
Settings and team structure
Operations manager Needs to coordinate the work, review assignments and keep team activity moving.
Typically reaches
Customer records and history
Assignments across the team
Workflow stages and what is stuck
Service staff Needs the customer and job information relevant to their own responsibilities.
Typically reaches
The jobs assigned to them
The customers behind those jobs
What is due and what is next
A more organized team environment

What structured access actually buys you.

Clear separation of responsibilities
Access managed by role, not by exception
Less exposure to unrelated information
A simpler screen for every user
Permissions that change as the team does
Next step

Give people what they need to do their jobs.

A well-organized team workspace balances collaboration with appropriate access. The structure is yours to define, and it changes as responsibilities change.