Permissions & access
Control visibility with roles, teams, and policies.
Overview
Permissions protect sensitive data while enabling collaboration. Use roles and policies to define who can view and edit.
Fine-grained access keeps teams aligned without overexposing information.
What you’ll do
- Create roles for sales, ops, leadership, and admins.
- Define record-level visibility by team or territory.
- Audit access logs for compliance and reviews.
Best practices
- Grant least privilege by default.
- Review permissions quarterly.
- Use SSO and MFA for stronger access control.