Roles and permissions
Summary
Each person has a role in the workspace. The role defines which modules
they see and what they can do in each one, with permissions of the form
resource × action (for example quote.update: edit quotations). The
workspace chooses each person's role; Growtek defines which permissions each
role comes with.
In detail
The roles
| Role | For whom | Assigned by |
|---|---|---|
| Owner (Owner) | The workspace owner. Full control, including Settings. | Only the Growtek team |
| Admin (Administrator) | Control of the workspace modules. | The workspace, from Team |
| Seller (Salesperson) | Sales rep: receives assigned leads and proposals. | The workspace |
| TechSupport (Technical Support Assistant) | Receives technical support tickets by geographic proximity. | The workspace |
| SocialMedia (Social Media) | Focus on contacts; no access to distributors or team. | The workspace |
| ClienteFinal (Final Client) | No access to the internal app; only public quotation approval. | — |
| ApiClient (API Client) | Technical integrations. | — |
Growtek can also create custom roles for a client.
How permissions work
- View, Create, Edit, Delete (
read,create,update,delete) on each resource. - View all (
viewAll): without it, the person only sees the records they created or that are assigned to them (contacts, leads, quotations, tickets, appointments…). - Actions specific to some modules: Move between stages, Take over, Reassign, Manage budget, etc.
- Access workspace Settings (
workspace.viewSettings): by default only the Owner.
The essentials of each default role
| Role | Summary |
|---|---|
| Owner | Everything, including Settings. |
| Admin | Everything operational (clients, catalog, pipelines, quotations and templates, conversations, tickets, calendar, team, credentials, billing), but does not get into Settings. |
| Seller | Contacts and companies (without deleting contacts), their own leads and prospections, their own quotations, changing ticket status, calendar. Does not see conversations. |
| TechSupport | View contacts, leads and catalog; move leads; tickets (change status, emails and notes); calendar. |
| SocialMedia | Full contacts and lists, companies, tags and segments; view quotations. |
note
These are the factory defaults. Growtek can adjust them per role, and the changes apply to all workspaces. The full table is in Roles and permissions (reference).
Related
- Members: invite and change the role.
- Assign roles and permissions