Role & Group Based Permissions


Set view and edit permissions by role and team, ensuring sales reps only see the content that is meant for them. Permissions are used to restrict confidential material to specific users and teams, as well as which features users can access. Assign permission sets to grant access to groups of users.

Key Capabilities:

  • Create custom permission groups
  • Assign permission sets and roles to a single user
  • Assign multiple users to a permission set
  • Grant access and assign roles quickly and easily
  • Set view and edit permission by role and team
  • Quickly navigate permissions by search

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