Roles and permissions explained
Intellivizz CRM uses a two-tier role system (Admin / User) plus granular module-level permissions. The role determines what a person can do account-wide; the permissions determine which modules they can access at all.
The two roles
| Role | Account-wide access | Best for |
|---|---|---|
| Admin | Full — billing, integrations, users, all modules, all settings | Owner, co-founders, operations leads |
| User | Module-level only — cannot change billing, integrations, or other users | Sales reps, customer service, marketing assistants, bookkeepers |
Module-level permissions (User role)
For users with the User role, you can grant access to any combination of these modules:
Dashboard
Conversations
Contacts
Calendars
Opportunities & Pipelines
Funnels & Websites
Email Marketing
Workflows
Reputation Management
Reporting
Payments
Memberships
Recommended permission templates
WARNING — Be conservative with Admin
Every Admin can change billing, invite other Admins, modify integrations, and delete data. Limit Admins to people who legitimately need that authority. If you have 10 employees, you should have 1–3 Admins, not 10.
Calendar and pipeline assignment
Even with module access granted, you can scope a user to specific calendars or pipelines so they only see assignments relevant to them.
On the user's permission screen, scroll to "Calendar Assignment" and "Pipeline Assignment"
Toggle on the specific calendars/pipelines they should access
If left unassigned, they see all calendars/pipelines in the account
