Permission Settings
Customize what each role can see and do across your workspace.
Account Owners can customize permissions for Admin, Member, and Associate roles. Changes take effect immediately for all team members with that role.
Accessing the Permission Matrix
Go to Settings in the sidebar
Click Permissions
The Permission Grid
The grid is organized as:
- Rows — roles (Owner is always Full Access and cannot be changed)
- Columns — permission areas across the platform
- Cells — dropdown selectors with color-coded access levels:
| Color | Level | Meaning |
|---|---|---|
| Green | Full Access | Can view, create, edit, and delete |
| Amber | View Only | Can see data but cannot modify it |
| Blue | Own Only | Can only see resources they personally created |
| Red | Hidden | Not visible in the sidebar or accessible by URL |
Making Changes
Click any dropdown cell to change the access level for that role and area
Changes appear immediately in the grid
Click Save Changes in the fixed bar at the bottom of the page
Setting an area to Hidden removes access immediately for all team members with that role, with no warning on their end. Notify affected team members before making this change.
Mobile Layout
On smaller screens, the grid switches to a card layout — one card per role showing all permission areas. Editing works the same way.