For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/reference/permissions.md.
  • English

      • Roles and permissions

      Access has two layers: the role in the workspace, of which there are four, and the job title, the named set of permissions that decides what a Member reaches. Owner, Administrator and Integrator do not use job titles — their access is set by the role.

      Prerequisites: only Owner and Administrator invite people, change roles and build job titles. Every permission below depends on the person holding an active seat in the workspace.

      Workspace roles

      Descriptions as shown in the Manage role screen.

      Role (in the interface)What it does
      OwnerAccount owner, with full access — including the withdrawable balance (wallet).
      AdministratorManages the whole account: members, channels, integrations and CRM. Does not see the withdrawable balance.
      MemberWhat they can do comes from the job title, not the role. The invite always applies one; with none, they reach nothing.
      IntegratorSomeone from a credentialed Clickmax partner who sets up the operation. Reaches the whole account without job titles, except plan and billing, account money, team management and contacts export. Details in Integrator.

      The Owner role is not assignable: it exists only for whoever created the account. Administrator and Member can be picked when inviting and changed later in Settings → Members. So can Integrator, but only for emails Clickmax has registered on an active partner.

      Promoting to Administrator removes the job titles, because an administrator is broad by definition and the job title would stop meaning anything. Demoting back to Member hands back the Atendente job title, the starting point. Switching roles between members does not touch access — role and job title are separate axes.

      Default job titles

      A job title is a named set of permissions, built once and given to whoever needs it. In an account with none, Settings → Permissions offers Create default job titles, which creates the five below at once. They are a starting point: every permission can be adjusted afterwards.

      The five are created with the names below, which you can rename at any time.

      Job titleReach
      OperaçãoWorks across the whole product — sales, content, messaging and the members area. Does not touch the account or the money.
      ColaboradorSees and works on everything in sales and content, without changing settings.
      AtendenteWorks their own opportunities, conversations and calendar. Does not see their colleagues'.
      FinanceiroSees billing and statements and handles the payout details. Withdrawing is granted separately.
      ConvidadoFollows their own opportunities and conversations, and reads the dashboards. Changes nothing.

      One person can hold several job titles, and access is the sum of all of them. A job title never subtracts: giving one more never removes what the person already had.

      What a permission can be set to

      On Settings → Permissions, job titles are the columns and each row is one action of a resource. Each cell shows one of these values; clicking it opens the options, each with what it means:

      In the cellIn the optionsMeaning
      NoNot allowed / NoThe person does not reach the resource in that action.
      OwnOnly their ownOnly the records where the person is the owner.
      AllAllAny record in the workspace.
      YesYesThe resource has no owner, so it is only allowed or not.

      The middle option only exists on resources that have an owner — opportunities, scheduling, conversations and meetings and recordings, tagged By owner next to the name. The others are tagged Yes or no.

      The actions are View, Create, Edit, Delete and Manage — each resource shows only the ones it uses. Manage is the resource's configuration: changing the temperature scale, connecting a channel, setting up a team.

      Some resources also have Import and Export. They are separate on purpose: editing a contact should not, by itself, let someone download the whole base as a spreadsheet or upload thousands of contacts at once. Export is granted resource by resource — a job title can export contacts and not form answers, for example.

      Marks on the screen

      MarkMeaning
      Blue dot on a cellChanged and not saved yet.
      Orange ! on a cellThe action is above the resource's View. Without View the person can't reach the resource's screens and the action goes unused; with View on Only their own, they only reach the records they can see.
      Bar and "N of N actions" in the job title headerHow much of all actions the job title allows. With an area collapsed, the same count shows per area.
      Not in account next to a resourceThe account doesn't have the feature behind this resource. Its cells are locked: no setting would grant access. What the job title already had is kept and applies again once the feature is turned on.

      Find and compare

      • The area tabs above the table show one area at a time (or all of them); the number is how many resources it has. The areas are the same modules as the sidebar menu.
      • Search resource looks at the name and the description.
      • Only what differs between job titles, in the arrow menu next to New job title, hides the actions where every job title is the same. While it is on, the Only differences pill shows in the filter row; click it to see everything again.
      • Each area collapses with the arrow next to its name.

      Save

      Changes stay as a draft until Save changes, in the bar that appears at the bottom with how many cells changed and in which job titles. Discard reverts to what is saved. Saving signs out whoever has the changed job titles, so they come back with the new access.

      Name and order don't go through the draft: renaming (clicking the name or from the job title's ⋯ menu) and moving (dragging the column, or Move left/right in the menu) save right away. The same menu has Duplicate job title (the copy shows up right after, with the same permissions and no members), Give this job title to someone, See everyone with this job title and Delete job title.

      Admins have full access and don't appear as a column.

      Resources in the matrix

      Each row on Settings → Permissions is one of these resources (names as shown on screen), grouped by the sidebar modules. By owner marks the ones with the Only their own option.

      Marketing

      ResourceWhat it coversActions
      FunisThe visitor journey: steps, connections, A/B tests, ready-made packs and the projects that group them.View, Create, Edit, Delete, Manage
      PáginasPages and landing pages, their templates and the media library.View, Create, Edit, Delete, Manage
      AutomaçõesCreating, editing and activating automated message and task flows.View, Create, Edit, Delete, Manage, Export
      FormuláriosForms, capture links and the answers received.View, Create, Edit, Delete, Export
      WebchatWebsite chat bots: build, publish and follow up.View, Create, Edit, Delete
      WebinarWebinars, sessions, videos and hosts. Edit is building the webinar (offers, audience, chat, appearance); Manage is running the live broadcast and the general settings.View, Create, Edit, Delete, Manage
      Links curtos e redirecionamentosShortening links, redirecting addresses and seeing clicks on each one.View, Create, Edit, Delete
      TráfegoAd accounts, campaigns and tracking pixels.View, Manage

      Messaging and support

      ResourceWhat it coversActions
      Conversas (By owner)Chat and WhatsApp service: read, reply, take over and transfer.View, Create, Edit, Delete, Manage
      LigaçõesCalling from the dialer and WhatsApp, and listening to recorded calls.View, Create, Manage
      Caixa de e-mailReading and replying to emails in the connected inbox. Manage is connecting the inbox.View, Create, Manage
      Disparos em massaBuilding, scheduling and sending campaigns to lists and segments.View, Create, Edit, Delete, Export
      Modelos de mensagemReusable WhatsApp, email and SMS texts.View, Create, Edit, Delete
      CanaisConnecting and configuring WhatsApp, Telegram, Instagram, email, SMS and voice.View, Manage

      Contacts and sales

      ResourceWhat it coversActions
      LeadsContacts in the base: records, data and bulk actions. Importing a spreadsheet and exporting the base are separate decisions.View, Create, Edit, Delete, Manage, Import, Export
      EmpresasCompanies in the base and how they link to contacts.View, Create, Edit, Delete, Manage
      Oportunidades (By owner)Funnel cards: create, move stages, mark won or lost, set value and owner. With Only their own, bulk actions also reach only the person's cards.View, Create, Edit, Delete, Manage, Export
      Estrutura do pipelineDesigning the funnel: stages, card fields, archiving, routing and handoff, stage automations and loss reasons.Manage
      ComissõesSeeing each person's commission on the card and setting the commission rules.View, Manage
      Agenda (By owner)Meetings, tasks, booking pages and availability.View, Create, Edit, Delete, Manage, Export
      RelatóriosBusiness dashboards: funnel performance, base growth and productivity.View, Create, Edit, Delete
      MetasSales goals for the team and each person, and how they are tracking.View, Manage
      Listas e segmentosStatic lists, dynamic segments and the saved filters behind them.View, Create, Edit, Delete
      EtiquetasTags applied to contacts and opportunities.View, Create, Edit, Delete
      Campos personalizadosFields the account creates for contacts, companies and opportunities. Changes affect what the whole team sees and fills in.View, Manage
      Objetos personalizados (By owner)Records of the objects the account creates (e.g. properties): view, add, edit, delete, export and link to contacts and opportunities. Manage creates objects, fields and links. Importing a spreadsheet is a separate decision.View, Create, Edit, Delete, Manage, Import, Export
      VisitantesWho visited pages and funnels, where they came from and what they did before becoming a contact.View, Export
      PropostasSales proposal templates and the documents generated for opportunities.View, Create, Edit, Delete
      PlaybooksMeeting and outreach scripts, simulations and which script each pipeline uses.View, Manage
      Cadências de follow-upSequences that create the next action from the previous result. View includes applying one to an opportunity (with permission to create tasks); Manage builds and edits cadences.View, Manage
      TemperaturaContact temperature (cold, warm, hot). Manage changes the scale for the whole account.View, Manage
      ScoreContact score and the reason behind each point. Manage changes the account criteria.View, Manage
      Modo EspecialistaThe in-depth analysis of the contact base, with breakdowns and distributions.View
      Atendentes e timesWho handles service, the teams and how conversations are distributed.View, Manage
      Reuniões e gravações (By owner)Clickmax Meet meetings: recordings, transcripts, evaluation and the team panel. Create is opening a room or scheduling with Clickmax Meet. Export is downloading recordings, transcripts and reports.View, Create, Manage, Export

      Products and delivery

      ResourceWhat it coversActions
      Produtos e ofertasProduct catalog, offers, prices and the affiliate program.View, Create, Edit, Delete, Manage
      CheckoutHow the purchase page looks and which coupons and order bumps exist.View, Manage
      Área de membrosPortals, showcases, banners and the navigation students see.View, Create, Edit, Delete, Manage
      CursosCourses, modules, lessons, materials and classes.View, Create, Edit, Delete
      ComunidadeCategories, participants, posts and moderation.View, Create, Edit, Delete, Manage
      AlunosAdding and importing students, granting or blocking access and tracking progress.View, Create, Edit, Delete, Manage

      Sales and recovery

      ResourceWhat it coversActions
      VendasBusiness revenue, transactions, subscriptions and refunds.View, Manage
      Dinheiro da contaBalance and statement. Edit covers payout details; Manage is withdrawing and anticipating.View, Create, Edit, Manage

      Affiliation

      ResourceWhat it coversActions
      Mercado de afiliaçãoListing products on the marketplace, the producer profile and affiliation requests.View, Manage

      AI

      ResourceWhat it coversActions
      MaxChatting with Max. Max acts with the person's own permissions, never the account's.View
      Agentes de IAAgents that answer in your channels: build, train and put live.View, Create, Edit, Delete

      Max Design

      ResourceWhat it coversActions
      Max DesignCreating pages and projects by talking to AI.View, Create, Edit, Delete

      Studio de vídeo

      ResourceWhat it coversActions
      Studio de vídeoCreating and editing videos by talking to the desktop bridge agent.View, Create, Edit, Delete

      Drive

      ResourceWhat it coversActions
      DriveEntering the account Drive. What each person sees inside is still decided per space.View, Manage

      Integrations

      ResourceWhat it coversActions
      IntegraçõesConnecting sales platforms, invoicing and external tools.View, Manage
      Chaves de API e MCPCreating API keys and MCP connections, which talk to the account from outside the screen.Manage

      Account

      ResourceWhat it coversActions
      Dados da contaCompany name and logo and brand identity.View, Manage
      Pessoas com acessoInviting people, defining what each one can do and removing access.View, Manage
      AuditoriaSeeing who changed what in the account, when and through which channel (screen, Max, integration). See Audit log.View
      Plano e cobrançaThe account's Clickmax subscription and its invoices.View, Manage
      DomíniosConnecting your own domain and where each address points.View, Manage

      An exception for one person

      No permission is ever handed to a person directly — all access comes from a job title. When someone needs something none of their job titles grants, create a job title holding what is missing (it can be a single permission) and add it to the ones they already have, through Manage job titles. Access is the union.

      It is one step more than ticking the box on the person, and that is deliberate: this way every permission anyone holds carries a name that shows up on the Permissions screen, and "why can they do that?" always has an answer.

      Changing job titles ends the person's session, so they come back with the new access.

      Withdrawing and advancing does not come with the Finance job title. Handling billing is not moving money: the wallet is granted separately, person by person, by whoever is the Owner.

      CRM attendants

      The attendant record comes from the seat: inviting someone makes them exist in the CRM and able to receive opportunities. The list under CRM settings → Attendants does not register anyone — it shows who already holds a seat.

      For the same reason, deleting an attendant who still holds a seat is refused. Were it allowed, the person would vanish from the CRM and keep workspace access, taking up a paid seat. To actually remove access, remove the person in Settings → Members.

      What used to be the Coordinator sub-role is now a permission: tick Everyone's on a sales resource and the person starts seeing the whole team there. And now you can choose where — Everyone's on Opportunities without Everyone's on Calendar leaves someone who follows the team's board without access to their colleagues' calendars, which the sub-role could not do: it opened opportunities, calendar and conversations at once. Whoever already was a coordinator kept their access; it only became visible, and adjustable, on the Permissions screen. The attendant type still exists and is a different thing — it organizes roles inside a pipeline (see attendant assignment).

      The menu shows every area of the product, including the ones the person does not reach. An item without permission appears dimmed with a lock: it does not open, and hovering shows No permission. That way the person knows the feature exists and can ask a workspace admin for access.

      If they land on a screen without permission — through a direct link or a bookmark — the page shows You don't have access to followed by the resource name instead of the content. Nothing is loaded or changed.

      An action inside a screen the person reaches, but that the job title does not allow (delete, configure, export), is hidden or disabled. If it is attempted anyway, the platform refuses it with the no permission notice.

      Features the account doesn't have do not show in the menu — the lock is only for a missing job-title permission. This applies to everyone in the account, Owner and Admin included: their broad access is about the job title, not about what the account has. Whoever lands on one of those screens through a link sees Your account doesn't have followed by the feature name. To turn it on, contact Clickmax support.

      View as a job title

      To check what someone with a job title finds in Clickmax, open Settings → Permissions, click the ⋯ on the job title's column and choose View Clickmax as this job title. You land on the home page already as that job title: the menu, screens and actions follow its saved permissions — unsaved changes on the board are not included.

      Meanwhile, a bar stays pinned at the bottom of every screen showing Viewing as: and the job title's name. Click Exit preview to go back to your own access and to the Permissions screen. Switching workspaces also ends the preview.

      It is visual only: you keep your own access, and whatever Clickmax saves or returns is done as you. It is for checking the menu, screens and buttons, not for acting on someone's behalf. Available to the Owner and Administrators.

      Debugger mode

      Turn on Debugger mode at the top of the Permissions screen, or on the Viewing as bar, to see where Clickmax asks for a permission. While it is on, the top bar shows Permission debug with a Turn off button. Every place that depends on the job title gets a badge in its corner, and the color tells who reaches that place:

      BadgeWho has access
      Green with ✓Every job title in the account
      Amber with a dashOnly some job titles
      Gray with a lockNo job title — only the Owner and Administrators

      A hollow, dashed badge means the current access (yours, or the job title in Viewing as) does not reach the place. An action that would be hidden shows up in its place as a dashed Hidden action chip. The badge follows the element: it disappears when the element scrolls out of view and when a modal opens on top.

      Hover or click the badge to open the place's summary:

      • Summary: how many job titles reach it (for example, "6 of 7 job titles") and how many people have access.
      • Needs: the required permission, in the same wording as the board — such as "Conversations › View, their own or more" —, with an Open in the board shortcut. Below the text comes the permission's technical ID (for example, conversations:read), with a button to copy it. When the current access lacks the permission, the line shows Missing.
      • Job titles: each job title with the board's symbol (full sees everything, half sees only their own, empty has no access) and how many people it has.
      • People: who has access, with the job title that grants it, and search by name. The Owner and Administrators are listed by name with their role: they pass any permission.

      When the place depends on a rule that does not fit a list (for example, "any one of these"), the badge is gray with a shield and the summary says the requirement was not provided.

      The mode stays on until you turn it off or close the tab, and only shows for the Owner and Administrators.

      If it did not work

      • An action was blocked despite the right job title: check whether the permission is set to Only their own when it should be All, and whether the resource's View is not on No (the cell shows an orange !), and see when "no permission" shows up.
      • The person does not see colleagues' records: that is expected with Only their own. Adjust the job title, or add one that has All on that resource.
      • The person ended up with No job title: promoting to Administrator removes the job titles, and demoting hands back only Atendente. Give the right one through Manage job titles.
      • An attendant cannot be deleted: they still hold a seat — remove the person in Settings → Members.