Permissions

CategoryActions

records

records.createrecords.readrecords.updaterecords.deleterecords.archiverecords.exportrecords.import

activities

activities.createactivities.readactivities.updateactivities.delete

comments

comments.createcomments.readcomments.updatecomments.delete

attachments

attachments.createattachments.readattachments.delete

workflows

workflows.createworkflows.readworkflows.updateworkflows.deleteworkflows.execute

views

views.createviews.readviews.updateviews.delete

dashboard

dashboard.createdashboard.readdashboard.updatedashboard.delete

users

users.createusers.readusers.updateusers.deleteusers.invite

roles

roles.createroles.readroles.updateroles.delete

settings

settings.readsettings.update

integrations

integrations.readintegrations.updateintegrations.connectintegrations.disconnect

audit

audit.read

12 categories · 47 total permissions. Roles are configured during onboarding or via the database.