Roles and Permissions

Roles define what users can see and do in SalesKey. By assigning the right role to each team member, you ensure they have access to what they need — and nothing more.

Navigate to: Settings > Roles

Admin only: Managing roles requires administrator permissions.

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What Is a Role?

A role is a set of permissions that controls:

• Which modules a user can access (Leads, Deals, Projects, Timesheets, etc.)
• What actions they can take (View, Create, Edit, Delete)
• Whose records they can see (their own, their team's, or everyone's)

Every user in SalesKey is assigned exactly one role.

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Viewing Available Roles

Go to Settings > Roles to see all roles in your organization — predefined system roles and any custom roles you've created.

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Predefined Roles

SalesKey includes built-in roles as a starting point. These may include:

• Administrator — Full access to all features and settings
• Sales Manager — Can view team data, manage pipeline, and run reports
• Sales Representative — Can manage their own deals, leads, and activities
• Viewer — Read-only access to data

Predefined roles cannot be deleted, but custom roles can extend or restrict access further.

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Creating a Custom Role

1. Go to Settings > Roles.
2. Click + New Role (or Create).
3. Enter a Role Name and optional description.
4. Configure the Permission Matrix — for each feature area, choose:
   • No Access — User cannot see or interact with this feature
   • View — User can view but not modify
   • Create — User can create new records
   • Edit — User can modify records
   • Delete — User can delete records
   • Manage — Full access including configuration (admin-level for that feature)
5. Set Visibility Scope for each module:
   • Own — Users see only records assigned to them
   • Team — Users see records belonging to their team members
   • All — Users see all records regardless of owner
6. Click Save.

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Editing a Role

1. Find the role in the list.
2. Click Edit (pencil icon).
3. Modify the permissions as needed.
4. Click Save.

Changes apply immediately to all users with that role.

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Copying a Role

To create a role similar to an existing one:

1. Find the role.
2. Click Copy or Duplicate.
3. Give the copied role a new name.
4. Adjust permissions as needed.
5. Click Save.

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Deleting a Role

A role can only be deleted if no users are currently assigned to it.

1. Reassign any users with that role to a different role.
2. Go to Settings > Roles.
3. Find the role and click Delete.
4. Confirm the deletion.

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Permission Categories

Category	What It Controls
Contacts	Access to People and Organizations
Leads	Viewing, creating, editing, and deleting leads
Deals	Deal management and pipeline access
Projects	Project management access
Activities	Creating and viewing activities
Timesheets	Time tracking and approval
Inbox	Email integration access
Reports	Access to reporting and analytics
Dashboard	Dashboard creation and viewing
Settings	System configuration access
Users	User management permissions
Workflows	Automation configuration
Pipelines	Pipeline and stage configuration
Fields	Custom field configuration

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Tips for Role Design

• Start restrictive, expand as needed — It is easier to grant more access than to retract it.
• Match roles to job functions — A support role should not have access to the compensation dashboard.
• Use team visibility — "Team" visibility scope is useful for managers who need to see their team's data but not the entire organization's.
• Review roles quarterly — As your organization grows, roles may need adjustment.