Roles and permissions

Every user is Admin or User. Admins can do everything; Users get scoped permissions you choose per module.

Granular permissions (Users)

• Contacts — view all, view own, edit, delete.
• Pipeline AI — view specific pipelines, move stages, delete opportunities.
• Conversations — access per channel, access per assignee.
• Calendars — see all calendars or only own.
• OpenPay — view transactions, issue refunds (often restricted).
• Reporting — access to specific dashboards or full reporting.
• Settings — usually admin-only.