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Choose Manager, Agent, CRM or Read-only
Set the member’s role, then adjust pages and numbers.
Before you start
- Be the account owner or a Manager with access to the Team page.
Step by step
Open the member’s record in Team.
Choose Manager for team administration, Agent for conversations, CRM for pipeline work, or Read-only for viewing.
Review the pages shown for that role and customize the selection if needed.
Set the allowed numbers and save.
Check your result
The member uses the saved role and permissions.
What you need to know
- Manager does not mean platform administrator or account owner. The Team screen does not create global administrators.
- Read-only changes are blocked by the server, except for the member’s own authentication settings.
- Custom page permissions may differ from the role defaults; review both when changing roles.