Grant only what the job needs

For each action: off, ask a person first, or allowed. Marin can never go past what you set here.

  1. Job
  2. Triggers
  3. 3Tool permissions

Inbox

accounts@alderfinch.example
  • Read messagesOnly the accounts inbox
  • Draft repliesSaved as drafts, not sent
  • Send repliesLeaves the studio

Calendar

Team calendar
  • See free and busy timesNo event details
  • Send invitationsBram does this today

CRM

Studio CRM
  • Read contacts and invoicesAll companies
  • Log replies on a contactAdds notes, never deletes
  • Change a deal stageFor example to Paid
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