Record permissions
Controls what this role can do with each type of record.
| Module | Can view | Can create | Can edit | Can delete | Change owner |
|---|---|---|---|---|---|
| Core records | |||||
People Candidates, contacts, and staff | |||||
Companies Client and prospect companies | |||||
Jobs Job orders and requisitions | |||||
Deals Business development pipeline | |||||
Placements Active and historical placements | |||||
| Financial records | |||||
Invoices Client invoices and billing | |||||
Commissions Commission calculations and history | |||||
Timesheets Contractor time tracking | |||||
Bulk actions
Export to CSV
Download record exports
Bulk update fields
Edit multiple records at once
Bulk delete
Delete multiple records at once
My earnings (Finance)
Own commission & draw balance
Finance — Management view
Revenue, cash flow, team performance
Finance — Payroll
Commission runs, Gusto export
EOS / Goals
Scorecard, rocks, meetings, V/TO
Flywheel
Company flywheel & metrics
Team performance reports
Individual & team KPIs
Settings — System
Azure, API keys, backups
User management
Invite, edit, deactivate users
Roles & permissions
Create and edit permission roles
Audit log
View full change history
Pipeline stage customization
Edit hiring and deal pipeline stages
Commission & pay settings
Tier tables, draw amounts, rates
Custom fields
Add/edit fields on any record type
Integrations management
Connect/disconnect QBO, M365, etc.
Operations (Ops Review)
Compliance calendar, tech stack, nexus
Training — Admin view
Content library, paths, groups
Send emails
Send from rAOS email integration
Send SMS / texts
Send via SignalWire
View team's emails
See other users' email threads
AI notetaker access
View AI meeting notes (Recall.ai)
Data enrichment
Enrich email & phone via PDL
Manage sequences
Create & run outreach sequences