---
title: "Set permissions and access levels in Kommo"
slug: "set-permissions"
description: "Learn how to set user roles and fine-tune permissions in Kommo with a simple step-by-step setup that keeps your workspace controlled and efficient."
updated: 2026-04-14T09:56:53Z
published: 2026-04-14T09:56:53Z
canonical: "support.kommo.com/set-permissions"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.kommo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set permissions and access levels in Kommo

> [!NOTE]
> **What you’ll need:**
> 
> - Any Kommo plan (Base, Advanced, Pro, Enterprise, or a 14-day trial)
> - Administrator (Admin) access in Kommo
> 
> **Keep in mind:**
> 
> - Administrators have full access to the workspace
> - Any user can be assigned the Administrator role
> - There’s no limit to how many Admins you can have

Setting permissions in Kommo lets you assign roles, control who can view or edit leads, and limit access to pipelines, automations, and more. Once configured, each user will only see and do what their role allows.

## Administrator (Admin)

The first user in a Kommo account becomes an Administrator by default. Admins can:

- Add, edit, disable, or remove users
- Assign roles
- Set permissions and access levels

As an admin, you can assign the Admin role to anyone, and there’s no limit to how many Admins you can have.

### Set a user as an Admin

1. Go to **Settings → User management →** open the user’s profile.![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/new-kb-_-set-permissions-and-access-levels-setup-image-w2317uwl.png)
2. Switch to the **Administrator tab →** click **Save.**![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/new-kb-_-set-permissions-and-access-levels-setup-image-qc5jk7vf.png)

## Custom permissions (custom roles)

Custom permissions let you fine-tune what each user can access — without creating fixed role types.

### Set custom permissions for a user

1. Go to **Settings → User management.**
2. Click the user’s name.
3. Open the **Customize permissions** tab *(it will change to* ***Own permission*** *once enabled)*.
4. Adjust access for leads, contacts, companies, and other features. Here’s what each color means:
  1. **Red -** The user has no access. They can’t view, create, edit, delete, or export this item.
  2. **Orange:** The user can access **only items they’re responsible for**. For example, they can view or edit only their own leads, not the team’s.
  3. **Blue:** The user can access items assigned to their **team or group**, but not the entire workspace.
  4. **Green:** The user has full access to all items in the workspace, regardless of ownership.

![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/new-kb-_-set-permissions-and-access-levels-setup-image-iihhy2i8.png)

### Advanced permission controls

Scroll down to configure additional access options:

- **Pipeline stage access:** Restrict specific stages
- **Field permissions:** Limit visibility or editing of fields
- **Shared inbox access:** Control who sees shared emails
- **Media access:** Manage access to files, images, and attachments

![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/new-kb-_-set-permissions-and-access-levels-setup-image-osdw20rt.png)

### Save permissions as a role

Click **Save as a role** to store your settings as a reusable custom role. You can assign this role to other users or groups later.

![](https://cdn.document360.io/56933ead-06fc-4574-95de-8fa458a5db1d/Images/Documentation/new-kb-_-set-permissions-and-access-levels-setup-image-d2sdkry1.png)

## Verify user access

After saving permissions, confirm that access works as expected:

- Ask the user to **log out and log back in**
- Have them open **Pipelines, Chats, or other sections** relevant to their role
- Confirm they can see and perform **only the actions you allowed**

If something doesn’t look right, return to **User management** and adjust the permission colors.

If you need more help with setup or troubleshooting, feel free to reach out to our support chat or contact us via [WhatsApp](https://api.whatsapp.com/send/?phone=14159141403&text&type=phone_number&app_absent=0). You can also [hire a Kommo partner](https://www.kommo.com/partners/) to do all the hard work for you.

Not a user yet? [Sign up for our 14-day free trial](https://www.kommo.com/product-overview/) or book a [free live demo](https://calendly.com/kommo-sales/demo?month=2022-10).

## Related

- [Invite your teammates](/invite-teammates.md)
- [Manage users and roles permissions](/manage-user-roles.md)
- [Explore and customize the Kommo interface](/kommo-interface.md)