User roles and data visibility

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Penmaen Software · User roles and data visibility

Ffion asked whether all Growth tier users need to see all data or can view only their team's data. Bethan explained that while there is no hard team-level access control, custom dashboard filters can achieve team-specific views.

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Current to 13 Oct 26

Ffion asked whether all Growth tier users need to see all data or can view only their team's data. Bethan explained that while there is no hard team-level access control, custom dashboard filters can achieve team-specific views.

Problem: Ffion asked about restricting data visibility by team within the Growth tier. Handling: Bethan explained that users all have access to all connectors, but dashboards can be filtered by team. Ffion accepted this approach. Watch: Feature explanation resolved the question satisfactorily.

AI · claude-haiku-4-5-20251001 · 13 Oct 2026

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Updated 9 Oct 26

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created · Ffion Rees 31 Jul 2024 10:43
Question about user roles: we have three teams (sales, support, customer success) using the platform, and we'd like each to see only their own data. Do all 40 users need visibility of everything, or can we restrict it by team?
public_reply · Bethan Lister 31 Jul 2024 13:21
Good question. With Growth tier, you can create custom dashboards and use filters so each team sees only their own data, but there's no hard access control at the team level, all users have the same connectors available. What we recommend is using filters on your dashboards so sales sees sales data, support sees support data, and so on. Does that approach work for your setup?
status_change · Bethan Lister 5 Aug 2024 15:28
status_change · 9 Aug 2024 23:59

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