Roles and Permissions

| Role | Description |

|------|-------------|

| **Owner** | Full access including billing and user management |

| **Admin** | Manage automations, integrations, and all data |

| **Manager** | Manage team members' data, create/edit contacts and deals |

| **Member** | View and edit own contacts and deals only |

Go to **Organization Settings** > **Members**.

Click the role dropdown next to a member.

Select the new role.

Changes take effect immediately.

**Owners and Admins** see all organization data

**Managers** see their team's data plus their own

**Members** see only their own contacts, deals, and activities

Use the principle of least privilege

Assign Manager role to team leads

Reserve Admin for IT or operations staff

Only one Owner per organization (transfer if needed)

Managing User Roles and Permissions