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Every feature switch in a role
Feature switches are either allowed or denied. This reference lists every group, every switch and what it opens, so you give each role only what it needs.
How it works
Viewing business hours calendars needs no permission: every member can see them.
General workspace settings are for the owner and super admins only, and they don’t show in the matrix. See The workspace time zone and start of the week.
Access to unit records doesn’t come from these switches, but from the unit levels.
At a glance
Group
Switches
What they open
Units
Create, view, edit, delete and activate units; create, view, edit and delete relations; add, view and remove fields in layouts
Users
Invite, view, edit, and suspend or restore users
Roles and permissions
Create, view, edit and delete roles; view the permissions list; view, create, edit and delete teams
Integrations
View and manage integrations
External connections
API keys
View, create, manage
Documents (add-on)
View, create, edit and delete document templates
Lead distribution (add-on)
View, create, edit and delete rules; override assignment
Dashboards (add-on)
Create, view and export dashboards; embed custom HTML
Automations (add-on)
View, create, edit, delete
Message templates
View, create, edit, delete; send templates; sync approval status
Lead ads
View, connect, edit, disconnect; retry failed imports
Meta Ads
View and manage the Meta Ads connection
Campaign tracking
Deduplication (add-on)
View and edit duplicate rules; see duplicate alerts
Business hours
Create, edit and delete calendars
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