Access Templates
Deploy pre-configured permission structures to your workspace. Templates are designed for industry-standard operational roles with fine-tuned security overrides.
Full Control
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Super Admin
Unrestricted access to system configuration, security vault, billing, and user hierarchy.
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Security Vault & Credentials
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Financial Management
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System-wide Logs
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Admin
Handles day-to-day operations including client management and project oversight.
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User Onboarding
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Project Lifecycle
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System Security Overrides
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Project Manager
Delivery-focused access for team leads and production managers.
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Kanban & Sprint Control
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Client Communication CMS
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Domain & Hosting Access
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Sales
Lead focus with CRM access and proposal generation capabilities.
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Lead Pipeline Management
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Proposal Generator
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Production Project CMS
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Finance
Billing focus for accountants and financial controllers.
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Invoice & Receipt Control
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Expense Reporting
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Technical CMS Access
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Content Manager
CMS focus for marketing teams and blog contributors.
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Full CMS Publication Access
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Portfolio Management
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Client PII & Billing Data
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Custom Role Builder
None of these templates fit? You can clone a template and modify individual granular permissions in the Role Builder.
Go to Granular Permissions arrow_forward
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