Understanding User Roles & Permissions

Easily manage what your team can see and do—with flexible roles designed to support every kind of user.

Giving your team the right access is key to keeping your workflow smooth, secure, and efficient. That’s why we’ve made it easy to assign the right user role based on what each teammate needs to do in Invelo.

There are five user roles to choose from: Owner, Admin, Manager, Regular User, and Limited User. Each one comes with a different level of access—from full system control down to view-only permissions on assigned records.

The Five Roles at a Glance

Here’s a quick breakdown of what each role is for:

• Owner - The highest level of access. Owners can manage everything—users, billing, settings, data, integrations, and more. Each account has one Owner by default.
• Admin - Admins have nearly the same permissions as Owners, except for subscription and billing settings. Perfect for senior team members who help manage users and high-level operations.
• Manager - Managers can work across most tools—prospects, campaigns, workflows, analytics, and more—but don’t have access to subscription or integration settings. Ideal for team leads or operational managers.
• Regular User - This is the default role for most team members. They can work with leads, deals, and tasks, and can create campaign drafts—but they won’t have access to user management or system-level settings.
• Limited User - A simplified role for users who only need access to the records assigned to them. Limited Users can view and update their own leads and deals, but won’t see campaigns, workflows, or analytics.

Detailed Permissions Overview

Here’s a full list of what each role can access:

Picking the Right Role

When assigning roles to your team, think about what each person needs to do:

• Admins and Managers should be those running operations or helping with team oversight.

• Regular Users are great for your day-to-day team members handling outreach and lead management.

• Limited Users work best for collaborators who only need to view or work on their assigned records.

Keeping roles tight ensures your data stays secure and your team stays focused.