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Intelligence & Automation · included in every plan

The right access for every person.

Invite your whole team and control exactly what each person can see and do — per module.

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Team & Permissions in Vedain CRM
IncludedIn every plan — no add-on pricing, no feature gates
01Define roles — Built-ins or custom roles with per-module view/edit rights.
02Invite the team — Email invites with role assignment; seats managed centrally.
03Scope visibility — Reps see their records, managers see their teams — enforced server-side
Access that matches your org

The right access for every person.

Module-level permissions (view/edit per module), custom roles beyond the built-ins, team visibility rules so reps see their records and managers see their teams, and seat management with invites — all enforced server-side, not just hidden in the UI.

01Define rolesBuilt-ins or custom roles with per-module view/edit rights.
02Invite the teamEmail invites with role assignment; seats managed centrally.
03Scope visibilityReps see their records, managers see their teams — enforced server-side.
What you get

Security you do not have to think about

JWT revocation on role changes, last-admin lockout protection, invitation flows with custom-role assignment, and per-module gating that keeps HR data, billing and pipeline appropriately separated.

Unlimited team members (on Enterprise)
Per-module view/edit/import permissions
Custom roles (Admin, Manager, Sales Rep, etc.)
Audit trail of changes
Multi-company support

Part of Vedain, not bolted on

Team & Permissions works on the same records, permissions and reports your team already uses — one platform, one price.

Reports & AnalyticsData-driven decisions, every day.Custom DashboardsYour KPIs, your way.Workflows & AutomationPut repetitive work on autopilot.AI Agent MarketplaceConnect 30+ AI tools in one click.All 27 features

Questions

Can I create custom roles?Yes — build roles with exact per-module view/edit permissions and assign them at invite time or any time after; changes take effect immediately.
Can reps be limited to their own records?Yes — team visibility rules scope reps to their own and unassigned records while team leads and managers see their teams.
What happens when someone leaves?Deactivate the user: access revokes instantly (including active sessions), and their records reassign cleanly to teammates.
Guides & resources

Go deeper on team

Understanding Roles and Permissions in Vedain CRMHelp article

Turn it on this afternoon.

Team & Permissions is ready in every Vedain workspace. New here? Start with team and grow into the rest of the platform.

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