Users and roles

Every workspace has four roles:

• Admin: everything, including billing, security and integrations.
• Manager: their teams' records, pipelines, reports and agent approvals.
• Member: the records they own or share, and their team's views.
• Viewer: read-only access to the records their team can see.

On Professional and Enterprise, admins can build custom roles from permission sets. Each set says, per object, whether the role can view, edit, delete or export records, and whether that applies to all records, the team's or only its own.

Field-level permissions sit on top: a field can be hidden or read-only for a role.

Agents use agent seats, separate from the seats your people use. You add them team by team: a support team might have one Customer Agent seat, and sales a Prospecting Agent seat.

On Starter you can add Customer Agent seats. Professional includes the four agents.