As your team grows, not everyone should see or do everything. TrustPager's role-based permissions let you control access at a granular level — define what each role can view, edit, create, and delete across every feature area.
How Roles Work
Go to Settings and then Permissions to see your roles. Each role is a named set of permissions that you assign to team members. Common roles include Admin, Manager, Sales Rep, and Read Only — but you can create whatever roles fit your business.
Permission Areas
For each role, you set permissions across every feature area:
- CRM — contacts, accounts, opportunities, products
- Communications — email, SMS, phone
- Documents and Forms — create, send, view submissions
- Automations — create, edit, enable/disable
- Reporting — view dashboards, create reports
- Settings and Admin — workspace settings, billing, user management
Each area can be set to Full Access, View Only, or No Access.
Assigning Roles
When you invite a team member to your workspace, assign them a role. Their permissions take effect immediately across the entire platform. You can change someone's role at any time from the team management page.
The Admin Role
The Admin role has full access to everything, including billing, workspace settings, and user management. Limit this to workspace owners and trusted managers. Everyone else should have a more restricted role.
Tip: Start with a few broad roles and refine as you learn what your team actually needs. Over-engineering permissions upfront creates friction. Under-engineering them risks data exposure. Review and adjust quarterly as your team evolves.
