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Docs Team

Access rules

How to allow or deny actions on records by their attributes on top of roles, and check why someone has access.

Docs Team · Team and roles

Roles

Settings → Roles. A role is a name, a description and a set of permissions; it is chosen on the person's card in Team, which also shows the role's description and a link to its permissions.…

Docs Team · Access rules

How access is decided

If any Denies rule matches, there is no access. If the role allows it, there is access. If an Allows rule matches, there is access. Otherwise there is none. Until you add rules, only roles…

Docs Developers · REST API and tokens

Access tokens

Account menu (your avatar at the bottom of the sidebar) → Access tokens → New token: Name: what it is for, such as "Task sync" or "Claude Code on my laptop"; Access: Read only, or Read and…

Docs Team · Team and roles

Invite to the team

Settings → Team → Invite: name, email and role. We email an invitation and show you a link that works for 7 days, so you can pass it on yourself. The person sets their own password or signs…

Docs Developers · MCP server

Permissions

The agent acts with the token owner's permissions: role, access rules, modules. A record they cannot see is "not found". Tools that change data are visible only to a Read and write token. A…

Docs Getting started · Modules

Core and modules

…tags, custom fields, the comment timeline, staff, roles, access rules, the media library, export, import and backups. Everything else is a module you can switch on or off. Module What it…

Docs Getting started · Modules

Switching a module on or off

…Conversations. A disabled module disappears from the menu, roles, access rules, fields, the API and the assistant's tools.

Docs Team · Tasks

Task lists

…also have no list. A list has "Who else sees the list": roles that see its tasks even when their role gives no access to tasks, and whether they can comment. This way you can open one list…

Docs Getting started · The admin tour

The sidebar

…visits and leads, Conversions API; Settings: staff, roles, access, channels, fields, modules, plan, data. Everyone sees only what their role allows. An administrator sees everything. The…

Docs Team · Timeline and comments

Who reads and comments

…who sees a record reads its timeline. Commenting needs a role or an access rule that allows it; whoever cannot comment does not see the comment box. Changes made through the API or the…