Read-only user license for managed (enterprise) accounts is ONLY a sales-leveraged offering — not publicly available — a feature designed to boost transparency by enabling safe data sharing, enhance competitiveness by aligning with market standards, and strengthen retention by addressing renewal cost concerns.
What the Read-Only User License offers:
A new seat type for Enterprise customers that provides access to CRM data without the ability to create, edit, or delete records.
An ideal solution for executives, auditors, and cross-functional team members who need visibility without editing permissions.
A sales-leveraged offering — not publicly available.
Exclusively available to Enterprise-tier accounts.
What Read-Only Users CAN do:
Receive notifications on records they’re following
Leave comments or @mention team members for collaboration
View dashboards
Run saved reports
Create and save list views
What Read-Only Users CANNOT do:
Update permissions
Be an administrator
Create, edit, or delete records
Be assigned a lead, task, project, or opportunity
Import or export data
Create or modify dashboards or reports