Default Roles
These built-in roles provide standard permission levels.
Admin
Built-in
Full access to all settings, billing, and team management
manage teammanage billingmanage settingsview all datamanage roles
Member
Built-in
Standard access to pipeline, proposals, and search
view pipelineedit pipelinecreate proposalssearch
Viewer
Built-in
Read-only access to pipeline and company data
view pipelineview companies