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The permissions settings page lets you fine-tune what each role in your organization can do. Access it from Settings > Permissions.

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How it works

The permissions page shows a matrix of roles and resources. Each cell in the matrix controls what actions a role can perform on a specific resource.

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Resources

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Actions

For each resource, you can grant or revoke these actions:
  • Create — add new records
  • Read — view existing records
  • Update — edit existing records
  • Delete — remove records
  • Manage — full control (includes all of the above)

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Making changes

Click on any cell in the matrix to toggle permissions for that role and resource combination. Changes are saved automatically.
Be careful when reducing permissions for roles that your team members currently use. They’ll lose access to those features immediately.
The Owner role always has full permissions and cannot be restricted.
The mobile permissions screen exposes the same role/resource controls with a Manage toggle or individual create, read, update, and delete actions.