Learn how to manage account access using advanced table-level permissions, and read-only fields to securely control who can view, edit, export and otherwise manage data in Pitchly.
Admins can manage who has access to Pitchly by assigning users and teams to workspaces and customizing their permissions. With the latest updates, you can now control access at the granular level, including:
Table-level permissions (per user or team)
Read-only fields (per table)
These controls are ideal for advanced permission management.
If you’re looking to assign basic Read or Write access at the workspace level, see this article here for a simplified setup.
Manage Users and Teams
Navigate to the workspace for which you want to manage user access.
Click the three-dot icon in the top right corner of the workspace header and select Manage Users.
Assign users or teams:
Under the Teams Assigned as Members section, make sure the correct team is assigned.
Use the dropdown beside each team or user to choose Read Only, Write, or Custom.
Custom Permissions (Team or User Level)
When you select Custom, a permissions panel opens where you can configure:
Global Permissions
Apply to all tables in the workspace:
Export records
Create records
Update records
Delete records
Manage shared views
Table-Specific Permissions
Override global permissions for individual tables. For each table, you can specify whether the user or team can:
Create records
Update records
Delete records
Manage shared views
Export records
To add a table, click the + icon on the left hand side, and select the table from the drop-down.
This level of control allows for scenarios such as giving a team permission to update records in a “Deals” table without allowing them to create or delete records.
Read-Only Fields (Per Table)
For any table with custom permissions, you can define specific fields as read-only. These fields cannot be edited by users, even if they have update access to other fields.
To configure read-only fields:
In the Custom Permissions panel, scroll to the table you want to edit. If no tables are currently listed, click the + sign on the left hand side and select the desired table from the list.
Click the section labeled Read-Only Fields.
Use the + Add Field dropdown to select which fields should be locked.
Click Save to apply changes.
Example: If the Status field is managed by an integration, you can make it read-only so users can’t override it manually.
This can be repeated for as many tables as needed within the workspace.
Direct User Permissions
To configure permissions for an individual user rather than a team:
Scroll to the Users Assigned as Direct Members section.
Use the dropdown next to the user’s name and select Custom.
Set global permissions, table-specific controls, and read-only fields as needed.
Save Your Changes
Once your permission settings are configured, be sure to click Save to retain your updates.