How do roles and permissions work?

Roles and permissions control what each user can view, edit, assign, and manage across teams and records in Propwise.

How roles work

Each user is assigned an organization role and can belong to one or more teams. The role determines their default level of access.

Organization roles:

• Owner — full control
• Admin — manage settings and users
• Team Leader — manage their team
• Agent — work assigned leads

Custom permissions

Owners and admins can fine-tune permissions per team or record to apply least-privilege access.

Best practices

Give users the minimum access they need, review permissions regularly, and use teams to keep ownership clear.