Get started
Get started with your team
Invite your first teammates, add them to groups, and set who can access what.
What you can do
PeopleUsers
Invite and manage the individual members of your workspace.
Groups
Bundle users so one grant reaches a whole team at once.
Permission hierarchy
How Entities, ACLs, and inheritance flow access down the tree.
Access levels
What Read, Edit, Admin, and Owner each allow.
Global permissions
Workspace-wide grants that cascade to everything.
Tasks
Track follow-ups, calls, reviews, and reminders across the team.
Task types
Call, Email, Meeting, Follow-up, and the fields every task shares.
Feature reference
What each capability does and when to reach for it.Works with
Access and tasks reach across the rest of Custral. They’re not a silo.Records
Grant access to objects and records, and set who owns each one.
Communications
Assign conversations and shared inboxes to users and groups.
Automations
Workflows and sequences create, assign, and route tasks automatically.
Reporting
Track task volume, ownership, and completion across the team.
Reference & settings
Manage permissions
Set access across every entity from Settings → Permissions.
Workspace grants
Add workspace-wide grants from the Workspace panel.
Related
- People: Users · Groups
- Access: Permission hierarchy · Access levels · Global permissions
- Work: Tasks · Task types