Role Permissions

Overview

The Role Permissions page (Settings > Permissions) lets you control which permissions each role — like Manager or Team Member — has across your whole organisation. Turning a permission on or off here applies to every user with that role, so you can tailor what a role can do without editing each user one by one.

Who Can Manage Role Permissions

Only users who can view and update settings — typically Admin and Account Owner users — can open Settings > Permissions and edit these overrides. Other roles won't see the page.

Editing Role Permissions

1. Go to Settings > Permissions.
2. On the Role Permissions card, click Edit.
3. Tick or untick the permissions you want to enable or disable for each role.
4. Save your changes. The new permissions apply to all users with that role straight away.

Available Role Permissions

The permissions you can configure depend on the role. The tables below show each configurable permission and whether it is enabled by default.

Manager

Team Member

Notes & Tasks Visibility for Team Members

Two of the Team Member permissions work together to control which Notes and Tasks a Team Member can see. "Can view all notes and tasks" always takes precedence over the more limited user-group option:

• Can view all notes and tasks — On: the Team Member sees all notes and tasks across the organisation. The user-group permission is ignored while this is on.
• Can view all notes and tasks — Off, Can view notes and tasks for users in their user group — On: the Team Member sees their own notes and tasks, plus those owned by anyone who shares a user group with them.
• Both Off: the Team Member sees only their own notes and tasks.