Users, roles, and access¶

You need the corresponding administration permission to change team access. If Administration or the team settings card is absent, ask a CRM administrator.

Use the smallest appropriate access level¶

1. Open Administration from the account menu.
2. Open the team or access settings available to you.
3. Find the user and review their current responsibilities.
4. Assign the least-privileged access level that covers those responsibilities.
5. Save, then verify the result with the user's normal account.

Use Sales representative for individual contributors, Sales manager for people who coordinate a team and selected sales settings, and CRM administrator only for people responsible for the workspace itself.

Review access when responsibilities change¶

• Remove access promptly during offboarding.
• Review connected accounts and owned work before disabling a user.
• Reassign open activities, records, dashboards, or integrations where needed.
• Test sensitive changes with a non-administrator account.
• Never share a named user's account to solve an access problem.