Roles & permissions
Workspace roles provide a starting point for access. Administrators can adjust individual grants where supported.Default roles
Access areas
Permissions can cover:- workspace settings
- team management
- billing and settlements
- viewing, editing, and delivering leads
- viewing and editing transactions
- complaint decisions
- audit log access
- privacy requests and suppression
- viewing or applying Airlead AI proposals
Assign access safely
- Start with the role closest to the teammate’s actual work.
- Grant billing, privacy, audit, and team administration only when required.
- Separate transaction review from complaint decisions when your process requires approval.
- Review access after role changes and offboarding.
- Use the audit log to investigate sensitive actions.
If an action is missing
Check:- the active workspace
- the teammate’s role and individual grants
- whether the workspace uses Markets or Company Platform
- whether the plan includes the feature