Organization Permissions

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Permission Overview

Organizations use role-based permissions to control what members can do. Each role has different levels of access.

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Roles

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Owner

Organization owners have full access:

• Organization Settings: Full control
• Member Management: Add/remove members, change roles
• Data Access: View all organization data
• Data Editing: Can edit any data (with restrictions)
• Organization Deletion: Can delete organization

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Admin

Organization admins have elevated access:

• Data Access: View all organization data
• Data Editing: Limited editing of others’ data
• Member Management: Can add/remove members (limited)
• Settings: Can manage most settings
• Cannot: Delete organization or change owner

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Member

Organization members have standard access:

• Own Data: Full control over own data
• Organization Data: View access (if enabled)
• Data Creation: Can create own campaigns/leads/deals
• Limited Settings: Limited access to settings
• Cannot: Manage members or organization settings

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Data Access

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View Permissions

My Data (All Roles):

• Always accessible
• Full view and edit
• Default view for members

Organization Data:

• Owner/Admin: Can view all
• Member: View only if enabled
• Filter by creator available

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Edit Permissions

Own Data (All Roles):

• Full edit permissions
• Can delete own data
• No restrictions

Others’ Data:

• Owner/Admin: Can edit (with some restrictions)
• Member: Can edit leads and deals in organization, but campaigns depend on status
• Depends on item type and status (e.g., campaigns)

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Feature Permissions

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Campaigns

Create:

• All roles can create campaigns

View:

• Own campaigns: All roles
• Organization campaigns: Owner/Admin, Members (if enabled)

Edit:

• Own campaigns: All roles (if status allows)
• Others’ campaigns: Owner/Admin only (if status allows)

Delete:

• Own campaigns: All roles
• Others’ campaigns: Owner/Admin only

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Leads

Create:

• All roles can create leads

View:

• Own leads: All roles
• Organization leads: Owner/Admin, Members (if enabled)

Edit:

• Own leads: All roles
• Organization leads: Any organization member can edit any lead in the organization

Delete:

• Own leads: All roles
• Organization leads: Only creator or Owner/Admin can delete

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Deals

Create:

• All roles can create deals

View:

• Own deals: All roles
• Organization deals: Owner/Admin, Members (if enabled)

Edit:

• Own deals: All roles
• Others’ deals: Owner/Admin only

Delete:

• Own deals: All roles
• Others’ deals: Owner/Admin only

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Segments

Create:

• All roles can create segments

View:

• Own segments: All roles
• Organization segments: Owner/Admin, Members (if enabled)

Edit:

• Own segments: All roles
• Others’ segments: Owner/Admin only

Delete:

• Own segments: All roles
• Others’ segments: Owner/Admin only

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Settings Permissions

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Organization Settings

Owner:

• Full access
• Can change organization name
• Can delete organization

Admin:

• Most settings access
• Cannot delete organization
• Cannot change owner

Member:

• Limited access
• Cannot manage organization
• Personal settings only

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Feature Settings

Custom Fields:

• Owner/Admin: Can create/edit/delete
• Member: Can use, cannot modify

Pipeline Stages:

• Owner/Admin: Can customize
• Member: Can use, cannot modify

Deal Fields:

• Owner/Admin: Can customize
• Member: Can use, cannot modify

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Best Practices

1. Assign Roles Appropriately: Give roles based on responsibilities
2. Limit Admins: Only make trusted users admins
3. Regular Review: Review member roles regularly
4. Document Permissions: Make permissions clear to team
5. Use View Modes: Switch between personal and organization views