Change what a role can see and do

Goal: tailor roles to how your clinic actually works.

Steps:

1. Go to Settings → Team → open the Role Permissions tab.
2. The matrix lists every action grouped by module (Leads, Deals, Cases, Analytics, Settings…). Toggle a cell to grant/deny that action for that role.
3. Changes apply instantly to everyone with the role.

Per-user exceptions: open a specific user from the Users tab to set individual overrides on top of their role.