How to Control Which Pages Team Members Can Access
Members only see the pages you allow. Admins and the owner always have access to all pages.
Set page access
- Go to Team > My Team.
- Select Edit member next to the person.
- Make sure the role is Member.
- Under Page access, turn pages on or off: Contacts, Business Cards, Calendar, Automations, Tasks, Pipelines, Templates, Media Library, Contracts, Integrations, Smart Meetings, Bookings, Reviews, Events, Scout, Phone Numbers and AI Agents.
- Select Save changes.
Pages that are turned off disappear from the member's menu.
Set it when inviting
The invite screen has the same Page access list, so new members start with the right access.
Examples
- Receptionist: Calendar and Bookings
- Salesperson: Contacts, Business Cards, Tasks, Pipelines and Scout
- Event manager: Events and Contacts