See and set what everyone on your Team can do, with roles

What this solves

Setting what a colleague could do meant opening them one at a time and going through every feature. You could not see at a glance who can edit Sales or who only views Marketing. A new member could edit everything until someone remembered to change it, and the screen never said so.

What changed

• One table. Every person is a row and every area is a column: Knowledge, Grow & agents, Operations, Marketing, Sales, Research & Report and Settings. Each cell shows Edit, View or No access.
• Roles. Give someone Editor, Marketer, Sales rep or Viewer and their access follows that role.
• One-off changes. Click a cell to change a single area, item by item, for one person. A small dot shows where someone differs from their role, and you can put them back on it in one click.
• A clear default. The top of the tab says what new members start as, and you can change it. It starts as Editor, so nothing changes for your team until you choose otherwise.
• Asked before it matters. Picking a role for someone with one-off changes, or changing the default, tells you first who it affects.
• Billing in the same place. The billing owner can let a member manage billing from the Settings cell.

Where to find it

Team → Access. Only company admins see it.

Useful for

• Admins of growing teams who need to know who can change what.
• Companies bringing in agencies, freelancers or interns who should see but not edit.
• Sales and marketing teams that want each side to focus on its own work.