In an organization, according to the role of people, the levels of access to information and different operations are different. In CRM, the system administrator can create different user roles and manage access levels for each role or person.
Role or User Permissions
You can set permissions for a role, but grant or deny permissions for a specific person in the same role outside of group inheritance.
Role or User Permissions
Compatible with the form builder
Create any custome form, the permissions of that form will be added automatically for all roles. You can grant the relevant access to that role or person
Compatible with the form builder
Compatibe with Responsibles
You can create different responsibles for profiles or personalized forms, then set permissions based on these responsibles.
Compatibe with Responsibles
Permission for all features
All CRM features have separately permission, you can grant or deny any information or operation to a specific role or person.
We use optional cookies to improve your experience on our websites, such as through social media connections, and to display personalized advertising based on your online activity. If you reject optional cookies, only cookies necessary to provide you the services will be used. You may change your selection by clicking 'Manage Cookies' at the bottom of the page.
