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Visibility & Permissions2024-02-16T10:11:09+00:00

  • Features

  • Visibility & Permissions

Full Control on
Permissions & Data Visibility

Request Demo

Set your org chart in UPilot

Role-based Access

Easy top-down control with our
Role-Based Access Panel

Easy Setup

Set up your team, visibility and permissions rules in minutes!

For Everyone

Feature available in all plans!

As your business grows, you can’t afford newcomers to decide whether or not they show their sales activities and prospects.

UPilot Org Chart and roles
Easy visibility setup for each role
Easy Permissions setup for each role

Set your Org.
chart and Roles

UPilot Org Chart and roles

Emulate your company’s reporting structure directly in your CRM in under 2 minutes.

Create and assign roles to each salesperson. They only get the access you want them to.

Set Your Team

Easily manage
Who sees What

Easy visibility setup for each role

Support staff need to see the customer data but not the sales commission figures – manage who sees what in 3 clicks.

Try it Yourself

Always Control
Who Can Do What

Easy Permissions setup for each role

For each role, easily control what they can do – whether it be editing deals, viewing someone’s pipeline or export data…

Get started

Role-based Access ≠ Enterprise Plan

Legacy CRMs know that you will ultimately need full control on visibility and permissions as you grow. Don’t fall in the trap!

All Legacy CRMs

Plan Role-Based Access
Basic Plan $ NO
Advanced Plan $$ NO
Enterprise Plan $$$$$ YES
UPilot
Plan Role-Based Access
Take Off Free YES
The Climb $19/user/month YES
Cruise Control $42/user/month YES

Request Demo

Role based access lets us show the information we need to every individual team without showing the complete company information.”

Camila Fernandez
Marketing Director, SUMAC

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