Read-Only User License

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


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