Group your staff into teams and branches, then set exactly who sees which records — only their own, their team's, their branch's, or everyone's — configured per role in a few clicks, no code.
What's included
Create teams & branches
Own / Team / Branch / Everyone scoping
Per-role visibility control
Multi-branch ready
No-code permission setup
Part of the full CRM, ERP, inventory, WhatsApp automation and AI agent core every workspace gets. See all features · See pricing