Managing Member Permissions
Grant or restrict what a team member can do in the app.
Last updated: Jun 30, 2026
Each team member has a set of permissions that controls which pages and actions they can access. Permissions are managed individually per member from the General tab in Settings.
Who can manage permissions
Managing member permissions requires the Manage Users permission.
Opening the permissions modal
- Go to Settings → General.
- Find the member in the team table.
- Click the actions menu (⋮) in their row.
- Select Manage Permissions.
The Member Permissions modal opens, loaded with the member's current permission state.
Editing permissions
The modal shows a list of available permissions grouped by category. Toggle each permission on or off:
- On — the member can perform that action or access that area
- Off — the member cannot
Permission categories include:
| Category | Examples |
|---|---|
| Products | Add, edit, delete, import products; manage categories |
| Opportunity Requests | Create, view all, delete, archive requests |
| Analytics | View personal analytics, company analytics, extended metrics |
| Subscription | Manage team members, settings, billing |
Saving changes
Click Save Permissions to apply the changes. The modal closes and the member's permissions are updated immediately.
Notes
- The organization owner's permissions cannot be modified — owners always have full access.
- Permissions control access within the application. They do not affect the member's email notifications or their ability to sign in.
- If a permission is not shown in this modal, it may be a system-level permission managed separately.