Admin
Signature Marketing and Productions
Admin settings
Configure roles, permissions, custom fields, project templates, pipeline stages, tags, and workflow defaults.
Roles and permissions
| Role | Permission summary |
|---|---|
| Owner/Admin | Full access, users, roles, integrations, settings |
| Manager | Assigned teams, reports, project progress, contribution oversight |
| Worker / Website Builder | Assigned clients, websites, setup guides, notes |
| Sales Rep | Assigned leads, follow-ups, deals, pipeline activity |
| Viewer | Read-only access to allowed records |
Custom fields
| Entity | Label | Type | Required | Status |
|---|---|---|---|---|
| Lead | Service interest | Dropdown | Yes | Active |
| Project | Launch blocker | Long text | No | Active |
| Website | DNS provider | Text | No | Active |
| Company | Industry segment | Multi-select | No | Draft |