Roles & Permissions

The four roles

Bobby CRM has four fixed roles, ordered from most to least access:

Role	Description
Owner	Full access to everything. One per workspace. The person who created the account.
Admin	Full access except ownership transfer and workspace deletion. Can manage team, settings, and all data.
Manager	Can view and manage all records. Can import and export. Cannot access settings or team management.
User	Can only see and manage records they own. Limited dashboard view showing only their own data.

Permissions matrix

Feature	Owner	Admin	Manager	User
View all records	Yes	Yes	Yes	Own only
Create records	Yes	Yes	Yes	Yes
Edit any record	Yes	Yes	Yes	Own only
Delete any record	Yes	Yes	Yes	Own only
View dashboard	All data	All data	All data	Own data
Import / Export	Yes	Yes	Yes	No
Configure settings	Yes	Yes	No	No
Manage pipelines	Yes	Yes	No	No
Manage custom fields	Yes	Yes	No	No
Manage tags	Yes	Yes	No	No
Configure AI assistant	Yes	Yes	No	No
Manage team	Yes	Yes	No	No
View audit log	Yes	Yes	No	No
Manage plugins	Yes	Yes	No	No
Manage billing	Yes	Yes	No	No
Transfer ownership	Yes	No	No	No

How the User role works

The User role has an important restriction: they can only see and manage records where they are the owner.

This means:

• In list views (contacts, companies, deals), they only see records assigned to them
• On the dashboard, stats only reflect their own data
• They can create new records (which are automatically assigned to them)
• They cannot see or edit records owned by other team members

What each role sees in the sidebar

Sidebar section	Owner/Admin	Manager	User
Dashboard	Yes	Yes	Yes
Contacts	Yes	Yes	Yes
Companies	Yes	Yes	Yes
Deals	Yes	Yes	Yes
Activities	Yes	Yes	Yes
Import	Yes	Yes	No
Search	Yes	Yes	Yes
Settings	Yes	No	No
Team	Yes	No	No
Audit Log	Yes	No	No

Changing roles

See Managing Team for how to change a team member’s role.