Set Sales Intelligence access by section in custom roles
Sales IntelligenceNewOct 5 – 11, 2026
Custom roles now set Sales Intelligence access section by section, so each person sees and changes only the parts of meetings work they need.
A custom workspace role no longer gives all or nothing in Sales Intelligence, the AI Notetaker in the menu. You choose the access for each of its sections, so a role can, for example, read meetings without changing assistants.
What each role can get
- Panel, Assistants, Folders and Meetings: each one can be read only or read and written.
- Settings: can be written.
- Workspace admins get every section.
Set it up
- Go to Account Settings, Workspaces, Roles.
- Create a role or open the one you want to change.
- Under Sales Intelligence, set each section to View, Write or None.
- Save the role.
Before you start
If a custom role already used Sales Intelligence, its members need the new sections to keep the menu. A workspace admin has to open that role under Account Settings, Workspaces, Roles and tick the sections its members should have.