Roles and permissions
The six roles, what each one can open, and how CRM access, deal ownership and approvals add to them.
Who can use this
OwnerCompany adminHRDepartment managerMemberGuestRequirements
None beyond the role
Every person in Dromix has exactly one roleRole What a person can open in Dromix: Owner, Company admin, HR, Department manager or Member. Every person has exactly one role. Guest accounts are no longer available; outside people join meetings and webinars with a link.. The role sets the baseline. Three other things add to it: CRM accessCRM access Permission to open Leads, Contacts, Companies and the Deals board. Owners and Company admins always have it; other people get it through their department, a personal grant, or access to a messaging channel., being the owner or an observer of a deal, and being in an approval chain.
The six roles
| Role | Can open | Typical person |
|---|---|---|
| Owner | Everything, including backups and the license. Invites Company admins. One per workspace. | The person who set Dromix up |
| Company admin | The Company admin console: people, catalog, settings, integrations, CRM access, pipelines, audit log. Always has CRM access and can decide any request. | Office or IT manager |
| HR | Phone numbers, employee IDs and emails in the directory, company announcements and the team floor on the Dashboard. No admin console. | People team |
| Department manager | Approves requests from their department, sees Reports and the team report, and gets lead escalations for the department. | Team lead |
| Member | Chats, calls, meetings, the directory, My work and their own tasks. | Most employees |
| Guest | No longer available. Existing guest accounts cannot sign in. | People outside the company join meetings and webinars with a link instead |
Department and job title come from the Catalog. They help routing and reports but do not give access on their own.
What adds to a role
Quick comparison
| Owner | Company admin | HR | Dept. manager | Member | Guest | |
|---|---|---|---|---|---|---|
| Chats and calls | ✓ | ✓ | ✓ | ✓ | ✓ | – |
| Meetings, Directory, My work | ✓ | ✓ | ✓ | ✓ | ✓ | – |
| Create announcements | ✓ | ✓ | ✓ | – | – | – |
| Leads, Contacts, Deals | ✓ | ✓ | With CRM access | With CRM access | With CRM access | – |
| Reports | ✓ | ✓ | With CRM access | ✓ | With CRM access | – |
| Company admin console | ✓ | ✓ | – | – | – | – |
| Backups | ✓ | – | – | – | – | – |
| License | ✓ | ✓ | – | – | – | – |
Changing a role
A Company admin invites people with a role and can change it later in Organization. Department manager is set there, after the person has joined. See Change someone's role.