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Settings
Workspace configuration: branding, modules, and enabled services.
Roles & Permissions
custom role-based access control| Role | Type | Description | Action |
|---|---|---|---|
| admin | System | Full platform access and configuration rights | |
| member | System | Standard access to enabled modules | |
| billing_admin | Custom | Manages plan, billing, and workspace settings | |
| finance_viewer | Custom | Read-only access to financial metrics and runway | |
| content_editor | Custom | Full read/write on documents and tasks | |
| sales | Custom | Manages the CRM pipeline; read-only elsewhere | |
| analyst | Custom | Read-only across operational modules |