Users, Teams & Permissions
Roles, teams, and per-account access control.
Overview
Manage users and teams within a sub-account, with roles controlling access to features and data. Agency-level users can manage multiple sub-accounts. Permissions scope who sees and does what.
What it's for
Give the right people the right access across accounts.
Capabilities
Users
Create users per sub-account; assign roles.
Roles & permissions
Granular permissions per feature (CRM, workflows, billing, etc.).
Teams
Group users for routing and assignment.
Agency users
Users who can access and manage multiple sub-accounts.
Round-robin & assignment
Route leads/appointments to users or teams.
Use cases
Sales team routing
Create a sales team, set round-robin on the booking calendar, and assign opportunities to team members.
Least-privilege
Give a support user inbox-only permissions and no access to billing or workflows.
AI prompt patterns
Copyable templates for prompting an AI agent about this feature.
Design the user roles and permissions for a [team structure] at a [industry] business, using least-privilege.Design lead/appointment routing across [N] users using teams, round-robin, and assignment rules.Integrations & connections
- Teams feed round-robin and assignment in calendars and pipelines
- Permissions gate feature access UI-wide
Gotchas & limits
Things an AI should not assume about this feature.