Understand Team Roles and Permissions
A role sets a broad permission level. Lead visibility, assignment, lead books, app availability, and manager-only actions can further narrow what a user sees.
Where to find it: Admin → Settings → Members & Roles
What to do
- Review the member’s current role and active status.
- Check the team’s lead-visibility mode.
- Check the contact assignment and lead-book eligibility.
- Confirm the relevant app or plan feature is available.
- Test with the affected user rather than only an owner account.
Good to know
- Give manager or owner access only to people who need account-wide control.
- A missing sidebar item is often an access or app decision, not lost data.
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