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Roles & permissions

Decide who can see and edit what with module-level CRUD permissions. Manage data access top-down with a department hierarchy so each user sees only their own scope.

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Roles & permissionsNew
CRUD permissions
department hierarchy

What it offers

Per-module CRUD permissions and a department hierarchy that scopes who sees what.

CRUD permissions
department hierarchy

Related modules

Marketing & automations Reports & analytics Lead management Deal pipeline Tasks & projects

Frequently asked questions

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