Read-only user license for managed (enterprise) accounts is 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. Please talk to your account executive to obtain access.
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