Team and access

Admin and member roles, the full permission matrix, team invitations, and how lead assignment and visibility work.

Roles and permissions

Every member is either an Admin or a Member.

Permissions are fixed per role. Admins have the full set; members have a working subset that excludes destructive and configuration actions.

Capability	Admin	Member
View contacts	Yes	Yes
Create and edit contacts	Yes	Yes
Delete contacts	Yes	No
View deals	Yes	Yes
Create and edit deals	Yes	Yes
Delete deals	Yes	No
View reports	Yes	Yes
View settings	Yes	Yes
Change settings	Yes	No
View team	Yes	Yes
Invite members and assign leads	Yes	No
Place and view calls	Yes	Yes
Send email	Yes	Yes
View revenue	Yes	No
Admin dashboard	Yes	No
Bulk import contacts and deals	Yes	No

Actions you do not have permission for are hidden rather than shown disabled, so your view of the app matches what you can actually do.

Team management

The Team page is organized into four tabs.

Overview: Total members, active assignments, your current plan and recent activity.
Team Members: Everyone in the organization with their role, plus invitations for new members.
Lead Assignments: Who owns which leads, and the ability to reassign.
Settings: Organization-level details.

The number of people you can invite is limited by your plan. If you are at the seat limit, the invitation is blocked with a prompt to upgrade.

Lead assignment and visibility

Assigning a contact gives it an owner. Administrators choose how visible unassigned and other people's leads are, using the lead visibility setting.

Mode	What members see
Open	Every lead in the organization
Restricted	Only the leads assigned to them

Administrators always see every lead regardless of the mode. The setting also applies to exports, so a member's export contains only what they can see.