Team & Access

Build roles beyond Admin and Employee

Add a role with a name and a permission matrix — view and edit rights set independently for Directories, Settings, Finance, Organizations, Projects, Deals, and more, plus visibility toggles for other employees' timeline, tasks, and events.

A 'view only' preset gives a fast starting point for read-access roles, then individual checkboxes refine it from there. Permission changes take effect the next time the employee signs in, so an existing session isn't yanked mid-task.

The built-in Employee role is a system role and can't be deleted, giving every workspace a safe default even before any custom roles are defined.

Access that matches how your team actually works.

WTM is free and open source under AGPL-3.0. Self-host it and build the roles your business needs.

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