This feature is exclusive to enterprise clients only.
Customizing Role Permissions
Here's a quick guide on customizing role permissions for your team.
Click on the "Role" in the left-hand menu to access role customization.
Click on "+ Create Role" to create a new role.
Enter a unique name for the role.
Customize the role's management permissions, including:
- Can add, edit and delete users
- Can access and manage billing; receives billing related emails
- Can manage permission profiles
- Can edit integration-related settings
- Can add, edit and delete domains (Visitors)
Customize permissions for Sequences & Emails, including:
- Email visibility
- Can send emails from Self only / All users
- Can send emails to contacts (Can add sequences, Can complete, skip, or modify tasks owned by other users)
- Can edit Own sequences / Shared sequences / All sequences
- Can edit templates owned by Self only / All users
Customize permissions for Accounts & Contacts, including:
- Can view team's accounts/contacts owned by Disable / All users
- Can edit & delete team's accounts/contacts owned by Disable / All users (Can bulk import Contacts/Accounts via CSV, Can export Contacts/Accounts as CSV)
After configuring the permissions, click "Save" to apply.
Now you're all set with your customized role permissions.