Users, permissions and settings

Multiple users, roles and permissions

Can several users use it?

Yes. Each person on your team signs in with their own user and role, and in the web’s permissions matrix you decide which screens and actions they get and whether they see all data or only their own; permissions apply the same in the app. A grayed-out button tells anyone without permission why they can’t use it and how to enable it.

Where it works
On the web and in the app
What you need
With a paid plan
Roles & Access: Super Admin, Admin, Seller and Viewer roles with their permissions
CRM screenshot with sample data.

Other ways to ask

  • Can I limit what each rep sees?
  • Does it have roles and permissions?

Related topics

See all frequently asked questions →

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