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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.

Updated September 2026 · From $10/user/month

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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

How to Invite Team Members and Set Roles in VedainHelp articleUnderstanding Roles and Permissions in Vedain CRMHelp articleHow to Create Custom Roles in Vedain CRMHelp articleGetting Started Faster with the Guided Setup AssistantHelp articleHow to Assign Leads to Team Members in Vedain CRMHelp article7 HubSpot Free Plan Limitations (2026): Hidden Caps11 min read
Knowledge Base

Learn more about Team & Permissions

Guides and best practices from our knowledge base.

Features & Modules

How to Configure the AI Chat Assistant with Your Business Knowledge

Give Vedain's AI chat assistant your business knowledge in minutes: write it yourself or let AI draft it. It answers only from your facts, 24/7.

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How-To Guides

How to Create Support Desk Tickets from Live Chat Conversations

Turn any live chat into a support ticket with one click. The full transcript travels with it — no repeating, no copy-pasting, no dropped context.

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How-To Guides

Canned Replies, File Attachments and the Pre-chat Form in Vedain Live Chat

Fast, consistent answers win chats. Vedain's canned replies let agents insert saved answers in one keystroke, both sides of the conversation can share files, and the pre-chat form captures the visitor details your team needs before the first message is sent.

3 min read
Browse all guides

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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