Sharing and permissions

All records views

❌ No

❌ No

Always visible to and editable by everyone

Records and object attribute values

❌ No

❌ No

Always visible to and editable by everyone

Emails

✅ Yes

Choose what to share (metadata, subject, or full emails) or keep private

Calendar events

✅ Yes

Visible to all unless marked private in Google/Outlook; use blocklist to hide specific emails/domains, or add protected recipients

Communication intelligence attributes

✅ Yes

❌ No

Visible to everyone, unless a record is a protected recipient. Not editable by anyone

Email templates

❌ No

❌ No

Always visible to and editable by everyone

Email drafts

❌ No

❌ No

Only you can see your drafts (except within sequences)

Lists

✅ Yes

✅ Yes

Manage list access to assign Full access, Read and write, Read only, or No access. Admins can view all lists

Call recordings

❌ No

❌ No

Always visible to and editable by everyone; can also be shared externally

Notes and note templates

❌ No

❌ No

Always visible to and editable by everyone. @mention team member or send URL to share

Tasks

❌ No

❌ No

Always visible to and editable by everyone

Comments

On records ❌ No; On lists ✅ Yes

❌ No

Record comments are visible to everyone; list comments only to members with list access. Comments are not editable

Dashboards and reports

✅ Yes

✅ Yes

Manage dashboard access to assign Full access, Read and write, Read only, or No access

Workflows and sequences

✅ Yes

✅ Yes

Admins, creators, and full access members can manage workflow/sequence access

Workspace settings

❌ No

❌ No

Some workspace settings are visible to all members, such as the Members page. Only admins can edit

Account settings

❌ No

❌ No

Each member manages only their own account

Exports

All members can export data except:
- Only admins can run full backup
- When non-admin exports are disabled on Enterprise plans