Roles and permissions

Control what each role can see and do, down to individual fields.

Steps

1. 1Go to Settings → Roles. Start from a default role or create your own.
2. 2In the matrix, tick the actions per resource: View, Create, Edit, Delete, Assign, Export, Approve, Configure.
3. 3Choose a scope for each: Own (their records), Team or All.
4. 4Use field rules to hide a field or make it read-only for this role.
5. 5Save. Changes apply immediately — the next click uses the new permissions.

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