Team Management / Roles & Permissions
Control what each team member can see and do with default roles, custom roles, and permissions.
3 articlesThe four default roles
What Owner, Admin, Team Leader, and Chatter can do — and when to assign each one.
3 min readHow permissions and data visibility work
Understand the difference between role actions, Personal or Agency-wide data scope, and creator access.
1 min readCreate and assign custom roles
Create a custom role, optionally duplicate an available role, and assign the result to a member.
1 min read