Before you begin
Custom access is intended for Platinum and Enterprise. Use an account that can manage members and permissions. A feature can also be unavailable because it is switched off or excluded by the workspace’s plan.
Choose a Member account to configure individual access. Owner and Admin roles have different rules; a preset is not a replacement for understanding those roles.
Configure access
- Open Settings › Members and open the member’s access controls.
- Choose an Access preset as a starting point, or choose Custom.
- Expand each suite and select the access level for its features. Review view, editing and management access separately.
- Check Separate permissions. Then choose the appropriate scope: all or assigned projects, all or assigned records, and all or related customers.
- Save the changes. Ask the teammate to load the page again and confirm that the expected features and records are available.
Troubleshoot missing access
Read the availability message beside a feature. Granting access cannot enable a feature that is unavailable on the platform or switched off for the workspace.
If the member can open a feature but cannot see a particular record, check the record scope as well as the feature permission. Avoid granting broad access just to solve one missing record.