Administration
Roles and permissions
What each role (admin, director, csm, viewer) can do in LealUp — full English translation pending.
This page is a stub. The canonical source is the Spanish narrative at Roles y permisos. Full English translation is pending.
Quick reference
LealUp has four roles:
- admin — configures the workspace, manages team, integrations and health model.
- director — sees the full portfolio, configures health and playbooks, exports data.
- csm — works their assigned book of business; logs activity; executes playbooks.
- viewer — read-only access.
Default landing pages by role:
- admin →
/(widget dashboard) - director →
/command-center - csm →
/my-tasks - viewer →
/customers
Menu sections whose every item is gated by a permission your role lacks are hidden automatically.
For the full matrix (feature × action × role), see Team and roles or the source of truth in backend/app/core/permissions.py.
Last updated: 2026-04-21.