Roles and fields

Each person, the right reach.

Roles decide which records a person reaches. Fields decide what they read in them.

Seven roles, ready.

Owner to External, from the first day. Your own, built from them, where your plan includes it.

View, edit, delete or write to: all records, a team's, or only their own.

Edit, View, Masked or Hidden for each role. A masked phone shows a hint, never the number.

View as user says whether a person can see a record, and why.

Start with the seven built in.