Roles in Permissions
Setting up and managing teams
To limit access to data you can create different teams like Customer Support that has access to Tickets, or Sales Team has access to customers, orders, etc. You can create multiple teams with different Roles (Administrator, Editor, or Read-only).
Navigate to the Teams tab to create a new Team.
Team Permissions are classified in two ways: Project Permissions and Page Permissions.
You can provide access roles for each page: Full Access, Read-only, Custom Access, No Access:
Allowing users to add, edit & delete records can be very powerful, but sometimes you want to restrict this to only certain Pages or to certain Teams/Users. With conditional add, edit & delete you can do this: