Who Can See What? (AB Sales)

Visibility in AB Sales is based on workspace membership. If you're a member of a workspace, you see that workspace's pipeline; roles control what you can manage, not what you can see. And every workspace's data is isolated from every other.

What a workspace member can see

• All leads, contacts, opportunities, and customers in the workspace — there's no per-record “private” visibility.
• Notes, activities, and email history on any record they can see.
• The same data across the Dashboard, Leads, Contacts, Opportunities, Customers, Orders, and Agents tabs.

Who is a member?

See Sales workspaces for the difference.

Roles control management, not visibility

A member holds one of three roles:

• Owner — everything an Admin can do, plus promoting someone else to Admin and transferring ownership. There is one per workspace.
• Admin — everything a Member can do, plus changing CRM Settings (the sending mailbox, currency, AI material, signatures and labels), configuring the Agent, and adding or removing members.
• Member — work the pipeline day to day: add and edit leads, contacts, and opportunities, and send email. This is what everyone gets by default, including people picked up automatically from a linked Teams channel.

AB Sales has no read-only tier. Nothing in the CRM screens gates reading or writing a record on your role — being a member is what decides both. Role decides settings and membership, and nothing else. Everyone can see settings; only Owners and Admins can change them.

A few specifics

• Records open only for signed-in workspace members (Microsoft SSO) — links aren't public.
• Automation and new-record cards post to the workspace's notification channel, visible to channel members.
• Data never crosses workspaces, even under the same account.

In short: workspace membership decides visibility, role decides management. For anything confidential, use a dedicated workspace.