Team Permissions
Control staff access.
Control what each team member can see and do so access stays appropriate.
OmniSuite
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What is Team Permissions?
The business problem it solves
Control staff access. Without it, the work that team permissions handles tends to slip through the cracks — missed calls, forgotten follow-ups, and disconnected records.
Key benefits
- Right access
- Security
- Role-based
Three simple steps
Set permission levels.
Add team members to roles.
Manage access centrally.
Where it fits your business
How it connects with the rest of OmniSuite
Every feature shares one CRM, one inbox, and one automation engine — so actions flow across your business automatically.
Team Permissions reads from and writes to the same customer records, calendars, and workflows as every other OmniSuite capability. When something happens here, the rest of your business responds automatically.
Related features
Frequently asked questions
Some Team Permissions capabilities are included in standard plans, while others are add-ons, integrations, or services depending on your configuration. Availability is confirmed during onboarding.
Most features connect to others automatically inside OmniSuite. Some require a supported integration or provider — we'll disclose any setup, usage, or third-party requirements before you enroll.
Yes. Book a free demo and we'll walk you through a live demonstration using sample data, then recommend a configuration for your business.
Ready to put Team Permissions to work?
Book a free demo and we'll show you this feature — and the connected system around it — using sample data.