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Decide who sees and changes which records

Each object has a sharing default, owners always keep their records, and roles can be allowed to see or change everything.

Access that follows your organisation

  • Sharing defaults

    Private to owners, public read only, or public read and write, set for each object.

  • Owners

    Every record has an owner, who can always see and change it. Change the owner of one record, or of many from a list.

  • Role permissions

    Let developers and viewers view or modify every record of an object. Viewers never change records.

  • Roles from your organisation

    Admins and owners manage settings and see everything, developers create records and change those sharing allows, and viewers read.

  • Keys and Caity

    An API key acts as the person who made it, narrowed by its scopes. Caity acts as you, and asks before it changes anything.

  • Audit log

    Settings changes, deletes, bulk changes, lead conversions, imports and exports are recorded in your organisation's audit log.

Keep every customer and deal in Customers

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