What you can do | Owner | Admin | User |
Use prospecting, pipeline, lists, customers, assets, tasks, calendar, sales | Yes | Yes | Yes |
See all company records (not just assigned ones) | Yes | Yes | Yes |
Convert any prospect | Yes | Yes | Only unassigned or their own |
See the All tasks tab | Yes | Yes | No |
Assign list members to teammates | Yes | Yes | No |
Delete an appointment | Yes | Yes | No |
Import customers, contacts and assets; export data | Yes | Yes | No |
Change company settings, branding, time zone | Yes | Yes | No |
Change company currency | Yes | No | No |
Invite, change roles, deactivate users | Yes | Yes | No |
Require 2FA for everyone; reset a teammate's 2FA | Yes | Yes | No |
Manage billing and subscription | Yes | No | No |
Create a support access code | Yes | No | No |
Add, rename or hide asset types | Yes | Yes | No |
• Assignment works as a filter, not a lock. It drives "Mine" views and who gets reminders. It doesn't stop teammates seeing a record.
• Change someone's role in Settings > Users using the role dropdown next to their name.
• The Owner role can't be transferred from a screen today. Contact support if you need to change the Owner.