How to Set Up User Permissions & Roles

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 https://app.trustpager.com/settings/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 at https://app.trustpager.com/settings/team.

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.