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Permissions

The role-based permission matrix — toggle what each role can see and do.

The permissions page is the role-based access matrix. For each role, you can toggle individual permissions on and off. Owner and admin can see this page; other roles can't.

Layout

  • Role selector — pick the role you want to edit.
  • Permission categories — collapsible groups (CRM, PM, Settings, Integrations, etc.) so the matrix doesn't become a wall of toggles.
  • Per-permission toggle — switch on or off for the selected role.

Common tasks

  1. Tighten a role that's been over-granted (e.g. take settings write permissions off Operator).
  2. Open a role that's been over-restricted — find the specific permission, flip it on.
  3. Reset overrides to return a role to defaults if you've drifted.

Tips

  • Don't grant permissions just to make today's task work — grant the minimum necessary. It's much harder to take permissions back than to add them later.
  • The two roles to watch closely: Owner (which has everything by design) and any custom role you've heavily edited.

Related

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