Team setup

ROLE MANAGEMENT

Who can do what. Down to the detail.

Coldfire ships with ready-made templates for Setter, Backoffice, Closer and Read-only — plus 80+ fine-grained permissions you can toggle per role. Hierarchy-protected: a member can never create an admin. Enforced in the backend, hidden in the frontend — sensitive data double-locked.

Roles
+ New role
Hierarchy-protected · privilege escalation structurally impossible
Permissions for Setter
Live from the CRM
5 of 12 active
Leads
  • View own leads
  • Edit own leads
  • View team leads
Calls
  • Make calls
  • Listen to recordings
  • Live listen-in
Emails
  • Send emails
  • Manage templates
Meetings
  • Book meetings
  • Manage closer pool
Team & settings
  • Invite teammates
  • Manage roles
Backend-enforced · frontend hides UI · sensitive data double-locked

Templates out of the box

Setter, Backoffice, Closer and Read-only — ready to use. Build custom roles in minutes, no hours of setup required.

80+ granular permissions

20 categories, 80+ permission keys. From „view own leads" to „listen to call recordings" — granular where it counts.

Hierarchy protection

A member can never create an admin. Privilege escalation isn't a matter of discipline — it's structurally impossible, baked into the code.

Data scope cleanly split

Own records and team records are separate permissions. Setters see their pipeline, managers see the whole team — never blurred.

Ready to let workflows do the heavy lifting?

Set up your first calling campaign in minutes. Coldfire automates the rest — from follow-ups to pipeline updates.

COLDFIRE