Role Matrix
Changes apply to everyone holding the role once saved. Create, edit, delete and export are enforced by the server for every module.
| Permission | Admin | Manager | Agent | Viewer |
|---|---|---|---|---|
| Leads | ||||
| View all leads | — | |||
| Create and edit leads | — | |||
| Delete leads | — | — | — | |
| Reassign lead owner | — | — | ||
| Export leads | — | — | ||
| Deals | ||||
| View all deals | — | |||
| Create and edit deals | — | |||
| Change deal stage | — | |||
| Mark deal as won or lost | — | — | ||
| Delete deals | — | — | — | |
| Campaigns | ||||
| View campaigns | ||||
| Create and launch campaigns | — | — | ||
| Manage budgets | — | — | — | |
| Automation | ||||
| View workflows | ||||
| Edit workflows | — | — | ||
| Configure the AI agent | — | — | — | |
| Settings | ||||
| Invite team members | — | — | — | |
| Manage billing | — | — | — | |
| Manage API keys | — | — | — | |
| View audit log | — | — | ||
Least Access. Least Risk.
Give each role only what the job needs, and review it every quarter.
ENFOURTYSolutions for Growth