Security
October 1, 2025
Role-based access

Control exactly who can view, edit, and execute each part of your revenue workflow. Assign permissions via four distinct user roles. Sales Users create and manage quotes but can't touch invoices, Finance Users handle billing and revenue recognition, View-only users access reports without editing anything, and Admins control settings, integrations and everything else. Expand Sequence across teams without expanding risk. Learn more in our docs.
Shipped by
Alen Mujezinovic
Henry Li
Mo Rashed
Davey Heuser
Kacper Cygan