You’re probably not going to work alone in your CRM — unless you’re a solopreneur. Once you have a team, you’ll want to invite them into Attio and set the right access levels.

Let’s break it down here and now, so you can close this topic before the next update.

Attio has two main member roles: member and admin.

Admin — has full access and can modify workspace settings: invite new members, manage access & billing, view and edit all lists.

Member — does not have access to workspace settings: they can’t invite new members or manage access. Their ability to view or edit lists depends entirely on the list’s specific access settings.

So, you can’t manage access at the object or record level directly. If you want to set up specific access control, you’ll need to use lists.

For example: if you have a sales team and don’t want them to see each other’s pipelines, you can create a separate list for each SDR and adjust permissions accordingly.

A few extra features related to access in Attio:

Teams: you can group workspace members into teams and assign permissions to teams instead of individual users. For example, if your sales department has teams responsible for different regions, you can create a separate team for each region.

Emails: you can choose what to share — metadata, subject lines, full email content, or keep everything private. You can also manually share a specific email with a specific user.

Calendar events: visible to everyone by default, but you can adjust visibility in your Google or Outlook settings to decide whether to share them.

Record comments: visible to all users. Comments inside a list are only visible to users who have access to that list.

Dashboards & Reports: work similarly to lists — you can configure who can view or edit them and what level of access each person has.

Workflows and Sequences: admins, creators of automations and sequences, and users with full permissions can manage access levels for these features.