Superuser-only organization page

Create a hierarchy as deep as the company needs.

Visibility Own data + everyone below

A manager sees their own records and direct or indirect reports. Peer and upstream data stays hidden.

Editing Self + downstream CRM

Users can edit CRM records they own or records owned by people below them in the hierarchy.

Inboxes Personal + delegated company inboxes

A user can connect their own email and be granted access to company inboxes like sales@ or support@.

Organization builder

Current reporting tree

Unlimited depth
Cameron Superuser / CEO All data, all settings
Riley Chen VP of Sales Sales org rollup
Jamie Lee Sales Director Regional rollup
Alex Morgan Sales Manager Team + assigned inboxes
Avery Stone Sales Rep Own leads only

Live workspace users

Members and reporting lines

Live
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