Nomow Help

Roles & privileges

The five roles, what each can do, and how to create per-user overrides.

Workspace OwnerAdmin / RevOps Updated May 2026

Every Nomow user has a role that defines their baseline access. The Privileges screen lets admins and owners tighten or expand individual permissions on top of that baseline.

Open Privileges in the sidebar (Settings section).

The five roles

RoleWho it's for
OwnerThe account holder. Sees and can do everything. Only one user can be the owner at a time. Owner permissions are locked — they cannot be edited.
AdminTrusted managers who need full access to settings, users, and billing. Admins can do everything except transfer ownership.
ManagerTeam leads who manage contacts, pipeline, campaigns, and can see analytics, but cannot change workspace settings or manage other users.
AgentDay-to-day sales reps. Can work contacts, log activities, and submit forms, but cannot access settings, analytics, or team management.
ViewerRead-only. Can see contacts, deals, and the dashboard but cannot create, edit, or delete anything.

The Privileges matrix

The matrix shows every permission key as a row and each role as a column. A checked cell means that role has the permission by default.

Permission keys include, among others:

  • view_dashboard — see the Dashboard screen
  • manage_contacts / manage_companies — create, edit, and merge records
  • delete_contacts — permanently delete CRM records
  • manage_pipeline — create and edit deals and pipeline stages
  • manage_forms / manage_pages — build and publish forms and landing pages
  • manage_brand — edit Design System tokens
  • manage_domains — add and verify custom domains
  • manage_users — invite, edit, and remove team members
  • manage_settings — access workspace settings and integrations
  • view_activity_log — see the workspace audit log

Owner cells are always checked and cannot be unchecked.

Per-user overrides

Below the matrix is a per-user override panel. Use it when one person needs a permission their role does not include — or needs one removed.

Search for the user

Type a name or email in the override search box. Their row appears with their current role and effective permissions.

Toggle individual permissions

Check or uncheck any permission cell for that user. An override is shown with a distinct indicator so it's easy to see which cells deviate from the role default.

Save

Overrides take effect immediately. The user sees the updated sidebar and access state on their next action — no sign-out required.

What happens when access is denied

When a user tries to reach a screen they don't have permission for, Nomow shows a permission-denied state — a lock icon with a message identifying the missing permission key and a suggestion to contact an owner. No blank screen, no error banner.

Next steps

To see who changed what and when, review the Activity log. To bring new people in, see Inviting users.

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Workspace settingsConfigure the global defaults that every Nomow feature and integration inherits.Inviting usersAdd teammates to your Nomow workspace and manage pending invitations.IntegrationsConnect Pipedrive, Brevo, Google Calendar, and webhooks to power your automations.The activity logA workspace-wide audit trail of who did what and when across your team.