ClickSabi Pro

Team & Permissions

What Compliance can and cannot do

The read-only role, in detail.

1 min readLast updated

Read-only, workspace-wide

Compliance can view and download contacts, conversations, projects, designs, proposals, documents, automations and analytics.

What it cannot do

It cannot create, edit, delete, approve or configure anything, and it has no access to team management, subscription or workspace settings.

Payments

Compliance has audit visibility on payments: it can review records, and it can never administer a payment, a refund or a disbursement.

Company documents

It can view and download company documents; it cannot change them.

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