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Smooth Operator: roles and team management

Create roles from templates, see what someone can do, and change permissions — by asking.

Role management is the one area where the agent is editing who can do what, so every write here is confirmed and audited.

Start from a template. The eight built-ins encode sensible permission sets, and each seeds its own default CRM views.

How to

  1. 1

    List the templates to see what is on offer.

  2. 2

    Create a role from the closest template, then narrow it.

  3. 3

    Assign it to someone by email.

  4. 4

    Check what they actually hold afterwards.

    Permissions come from every role a person holds, combined.

Ask Smooth Operator

  • “What role templates are available?”
  • “Create a Sales Rep role from the template”
  • “Assign the Sales Rep role to [email protected]”
  • “What roles does [email protected] have, and what do they let her do?”
  • “List our roles and how many people hold each”

If something goes wrong

A role cannot be edited.
System roles are shared and immutable. Create a custom role from a template instead.
Someone lost access to a whole product after a role change.
Adding any `product.*` key to a role turns it into an allow-list — from then on the role sees only the products explicitly granted. Add the others back, or remove all `product.*` keys to restore the default.

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