Team

Roles and permissions

Control who can edit leads, places, and products.

Pro workspaces can customize Admin, Member, and Viewer permissions.

Permission areas

  • Leads: view, create, edit, delete.
  • Places: view, create, edit, delete.
  • Products: view, create, edit, delete.

Edit a role

Settings → Roles. Open a role and toggle permissions. Assign roles when you invite members.