Managing team roles and permissions
Understand the 5-tier RBAC system and configure team member access.
Overview
Realatic CRM uses a 5-tier role-based access control system.
Roles
Owner
Full access to everything including billing and org deletion. One per organization.
Admin
Full access to all features and team management. Cannot manage billing or delete the org.
Manager
View all leads across the team, reassign leads, access all reports. Cannot change org settings.
Agent
View only assigned leads, log activities, send WhatsApp to their leads. Cannot access others' leads.
Viewer
Read-only access. View leads, reports, dashboards. Cannot create or edit anything.
Changing Roles
Go to Settings > Team, find the member, click the three-dot menu, select Change Role. Changes take effect immediately.
Best Practices
- Give sales executives the Agent role
- Give team leads the Manager role
- Keep Owner for the business principal
- Use Viewer for external stakeholders