User Permissions and Visibility
Keep your data secure with granular access controls and permissions.
As your team grows, you need control over who can see and edit what. HeySales provides flexible permission settings that let you restrict access by role, team, territory, or individual. Protect sensitive deal information while ensuring everyone has access to what they need.
Why Choose HeySales for User Permissions and Visibility
Protect sensitive data
Restrict access to confidential deals, customer information, and pricing data.
Focus your team
Show reps only their accounts and territories, reducing noise and improving focus.
Maintain compliance
Audit logs track who accessed and changed data for compliance requirements.
Key Features
Everything you need to succeed with user permissions and visibility
Role-based access control
Team-based visibility
Field-level permissions
Record ownership rules
Admin controls
Audit logging
How Teams Use HeySales
Real-world applications for your business
Restrict deal visibility to account owners and managers
Hide compensation data from non-admin users
Allow marketing to view but not edit sales data
Track who accessed sensitive customer information
Frequently Asked Questions
Can I create custom roles?
Yes, you can create custom roles with specific permissions for viewing, editing, and deleting different types of records.
How does territory-based access work?
You can assign users to territories and restrict their visibility to only contacts and deals within their territory.
Ready to get started?
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