Pinned update
Published
Role-Based Access Control
Manage access more precisely across your organisation with role-based permissions for Sales, Bookings, Manager, and Owner roles, including restrictions for catalog data, leads, and proposals.
Permissions by Role New
Access can now be assigned by role, including Sales, Bookings, Manager, and Owner, so each team works with the right level of visibility.
Adjust Access Per User Upgrade
Change access permissions for users in your organisation more precisely instead of relying on one shared access setup.
Restrict Catalog Data New
Limit access to catalog data so only the right teams can view or manage your product content and commercial records.
Control Access to Leads & Proposals New
Restrict access to leads and proposals to protect sensitive pipeline data and keep commercial workstreams better separated.