Team & permissions
Roles, access profiles, reporting lines and what each person can see.
5 articles
- Roles, departments and feature accessWhat a role decides, what a department and sidebar profile decide, and how a company admin fine-tunes what one person can see and do under Company settings › Features.
- Adding and deactivating usersInvite a teammate by email, set their department, role and reporting manager, give them a temporary password when needed, and deactivate them cleanly when they leave.
- Teams and reporting linesTwo structures work together: the Reports to line on each user, and Teams on the org chart, each with a manager, members and sub-teams. Here is what each one does and how to set them up.
- What each role can seeWho sees which clients, who can transfer them, who sees a client’s phone number in full and who sees it masked, and how calls from the web are kept off masked numbers.
- Activity logs and the audit logTeam › Activity logs shows every user action with who, what, which record and when; Company settings › Audit log is the admin’s permanent, unedited record of every change and every failed sign-in.