Roles

Control what each team member can see and do in graph8 with role-based permissions.

Default Roles

graph8 includes four built-in roles:

Admin

Full access to every feature and setting:

• Manage all users, roles, and billing
• Access all data across the organization
• Configure integrations and API keys
• Export data and view audit logs

Manager

Team oversight with limited admin access:

• View and manage team members within their team
• Access reports and dashboards
• Configure team-level settings
• Cannot access billing, integrations, or organization settings

Member

Standard user for day-to-day work:

• Access assigned features (contacts, pipeline, sequences)
• Manage their own prospects and deals
• View shared data within their team
• Limited to personal settings only

Read-Only

View access for stakeholders who need visibility without edit rights:

• View contacts, pipeline, and reports
• Run reports and dashboards
• Cannot create, edit, or delete records
• Cannot export data

Permission Categories

Permissions are organized by feature area:

Feature	Admin	Manager	Member	Read-Only
Contacts	Full	Full	Own/Team	View
Pipeline	Full	Full	Own/Team	View
Sequences	Full	Full	Own	View
Reports	Full	Full	View	View
Settings	Full	Team	Personal	Personal
Integrations	Full	—	—	—
Billing	Full	—	—	—

Data Visibility

Each role has a data access scope:

• All — see all organization data
• Team — see data from their assigned teams only
• Own — see only records they own or are assigned to

Custom Roles

Create roles tailored to your organization’s structure.

Creating a Custom Role

1. Go to Settings → Roles
2. Click Create Role
3. Name the role and add a description
4. Toggle permissions for each feature area
5. Set the data visibility scope
6. Save

Editing a Custom Role

1. Find the role in the list
2. Click Edit
3. Adjust permissions as needed
4. Save — changes apply immediately to all users with this role

Deleting a Custom Role

1. Find the role in the list
2. Click Delete
3. Reassign users currently on this role to another role
4. Confirm

Assigning Roles

Roles are assigned when inviting users or from the Team page:

• On invite — select the role in the invitation dialog
• After join — change the role from Settings → Team by clicking the role dropdown next to any user

A user can have only one role at a time. Changing roles takes effect immediately.

Frequently Asked Questions

Can I create a role with admin access to just one feature?

Yes. Custom roles let you toggle permissions per feature area. For example, you could create a “Sequence Manager” role with full access to sequences but read-only access to everything else.

What happens when I change someone’s role?

The change takes effect immediately. The user’s current session updates to reflect the new permissions. No logout is required.

Can I duplicate an existing role?

Use the Duplicate option next to any role to create a copy. Rename it and adjust permissions as needed.

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Tip: Start with the built-in roles and create custom roles only when you need more granular control.