Admin
Roles, permissions and territories
Control who sees and changes what.
Last reviewed October 3, 2026
Built-in roles
- Admin: everything, including settings and billing.
- Manager: their team's records.
- Standard: their own and shared records.
- Read-only: can view but never change.
Set a role
- 1Open Settings > Users and choose the member's role.
- 2For finer control, create a custom role in Settings > Roles and teams with per-object permissions and hidden or read-only fields.
Teams and territories
Group people into teams. Territories assign new records to the right owner automatically.
A workspace always keeps at least one admin.