ROLES & PERMISSIONS

Define what each role can access. Changes propagate immediately to all users with that role.

Admin
Full platform access. Can manage users, roles, and all settings.
—active users
Analyst
Access to all operational dashboards. Cannot access admin settings.
—active users
Viewer
Read-only access to overview and wiki only.
—active users
PERMISSION MATRIX Toggle pages per role · Admin is locked
Saving a role's permissions updates all users currently assigned that role. The Admin role is locked — admins always have full access.
Role Overview Sales C-Suite Mgmt Retentions Governance Wiki Settings
Loading…