Page access
Control which pages and product areas a user or role can access.
Permissions
Manage access across teams and workspaces
Vesso permissions help administrators control page visibility, workspace scope, and team access so users see the areas they need without unnecessary exposure.
Workspace scope
Keep users focused on the workspaces, records, and teams relevant to their role.
Super admin oversight
Give designated administrators broad access for configuration, support, and governance.
Team membership
Use team joins and associations to keep collaboration boundaries accurate.
Set up access intentionally
- Start with the user's role and the work they need to perform.
- Grant access to the pages and workspaces required for that role.
- Use team membership to keep collaboration and ownership clear.
- Reserve super admin privileges for trusted operators who need broad oversight.
- Review access regularly when teams, responsibilities, or customer boundaries change.
Coordinate permissions with assignment rules
Permissions control what users can access, while assignment rules determine who owns records and follow-up. Use both together so accounts and contacts are visible to the right people and assigned to the right owner.
- ✓Keep territory, team, and owner fields current.
- ✓Use bulk assignment when ownership needs to change across many records.
- ✓Check workspace scope before troubleshooting missing records.
- ✓Document admin conventions so future access changes stay consistent.
Admin best practice
Use the least access that still lets someone do their job. Broader access should be deliberate, documented, and reviewed as your organization changes.