Users & Permissions
Five demo roles and what each can see and change.
Roles are demo presets. The matrix is fixed for this demo; switching role changes what you can see and do, never the data.
Current demo role
Admin
Clients
- View ClientsAllowedAllowed
- Edit ClientsAllowedAllowed
- Assign ClientsAllowedAllowed
Tasks
- View TasksAllowedAllowed
- Create TasksAllowedAllowed
- Edit TasksAllowedAllowed
- Delete TasksAllowedAllowed
Bookings
- View BookingsAllowedAllowed
- Manage BookingsAllowedAllowed
Opportunities
- View OpportunitiesAllowedAllowed
- Edit OpportunitiesAllowedAllowed
- Change stageAllowedAllowed
- Change probabilityAllowedAllowed
- View deal valueAllowedAllowed
Conversations
- View ConversationsAllowedAllowed
- Send messagesAllowedAllowed
- Take over from AIAllowedAllowed
- Return to AIAllowedAllowed
Nurture
- View NurtureAllowedAllowed
- Manage NurtureAllowedAllowed
Automation
- View WorkflowsAllowedAllowed
- Manage WorkflowsAllowedAllowed
- View Automation LogsAllowedAllowed
- Retry automationAllowedAllowed
Analytics
- View AnalyticsAllowedAllowed
- View revenueAllowedAllowed
System
- View IntegrationsAllowedAllowed
- Manage IntegrationsAllowedAllowed
- View Audit LogAllowedAllowed
- Manage users & permissionsAllowedAllowed
- Access settingsAllowedAllowed