Privacy and permissions
Confidently control access across your workspace - so the right people can see, edit, and manage data.
What you will learn
User roles and access levels
Understand the difference between admins and members, and how Attio’s four access levels control visibility and editing.How Attio’s permission hierarchy works
Set workspace defaults, refine access by team, and handle individual exceptions with a clear, layered model.Configuring object permissions
Control who can view or edit records like people, companies, and deals and manage which workflows are allowed to update data.Managing access to lists, dashboards, and workflows
Apply consistent permissions across lists, dashboards, workflows, and sequences to keep sensitive data secure while enabling collaboration.