User roles, permissions and visibility
Roles and permissions
Organize your workspace by managing user access, assigning appropriate roles, and creating team structures for efficient collaboration.
Define access levels and workspace capabilities
Dalil includes three default user roles, each offering a different level of control and visibility. These roles apply across your entire workspace and affect everything from settings access to editing records.
Role | Access Level |
|---|---|
Admin | Full access to all workspace settings, billing, users, and all records |
Standard User | Can view and edit records, but cannot access settings or billing |
Restricted User | Limited access - can only view records assigned to them, ideal for guests or clients |
To assign or change a user’s role:
Go to Settings → Workspace → Team
Click the dropdown next to a teammate’s name
Select the appropriate role
Tips:
Limit Admin roles to team leads and managers
Use Restricted roles for contractors or client access
Review roles quarterly to align with org changes.
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