Access
P0 · MVPWho uses ZetCRM and at which level. Same people and login as Workspace › Users.
ZetCRM isn't part of your company's suite
ZetCRM: leads, pipeline, contacts and AI agents. It works on its own and reuses your existing contacts, people and products, so nothing has to be entered again.
- Lead scoring
- AI SDR & voice agents
- Reply drafting
- Daily brief
Your admin decides which apps your company uses.
You don't have access to this page
Your ZetCRM role is Employee. This page is for other roles.
How access works in ZetSuite
Four ideas. Everything on this page is one of them.
Everyone can be in the directory. A user is a person who can sign in. One email works across every company they belong to.
Owner, Admin, Maintainer, Member or Viewer, set by ZetSuite, plus your own. It decides who manages the workspace, and which app role people start with.
One role per app: Admin (everything plus settings), Maintainer (their team's records), Member (own records) or Viewer (read-only). Anything except No access uses a seat.
Bundles for speed: "Sales rep" gives ZetCRM, ZetSales and ZetChat as Member in one click. Tweak per app after.
Need finer control? Each role has Customize for module, action and field rules.
| Person | Level | What they see | Status |
|---|
Portals in ZetCRM
- Customer portalFor customers outside your company. They sign in with Magic link and never use a seat.
Customize
Advanced. Change what this level can do per module, or make a variant (for example "Sales rep · no export") and give it to some people.
| Module | Records they see | view | create | edit | approve | delete | export |
|---|
Sensitive fields
Masked shows •••• with a lock; the value stays in the record.
Any level except No access uses one seat. A seat is a licence: what someone can see is their level, not their seat. The price change is shown before you send.
Who holds a seat
Invited people hold a seat until they accept or the invite is revoked.
Uses suite integrations
Shared integrations are connected once for the whole company in Workspace › Integrations. ZetCRM uses them as listed here. Read-only: changes happen in Workspace.
- GGoogle WorkspaceConnectedConnected in Workspace. Sales reps sign in with Google.Sign-in & identity · connected by Aarav Mehta · last sync Today 08:00
- GGmailConnectedConnected in Workspace. Email sync on leads and deals.Email & calendar · connected by Aarav Mehta · last sync 2 min ago
- GCGoogle CalendarConnectedConnected in Workspace. Meeting booking links.Email & calendar · connected by Aarav Mehta · last sync 5 min ago
- WWhatsApp BusinessConnectedConnected in Workspace. Lead follow-ups.Messaging & voice · connected by Aarav Mehta · last sync 1 min ago
- OOutlook / Microsoft 365Not connectedNot connected yet. When it is: Email sync and meeting booking.Email & calendar
- S
ZetCRM access changes
Every level change in ZetCRM, made here or in Workspace › Users. Undo puts the previous level back.