Roles
Who sees what.
Owners see and change everything. Managers see every account and assign them. Branch managers see their branches. Reps see only the accounts assigned to them, in every list, search and Allo answer. Viewers can look but not change anything. The import role loads files and nothing else.
These rules are enforced by the database on every query, not just in the app. Users are unlimited on every plan.
- Where
- Team.
- Who
- Owners invite and set roles.