# User Permission

## Create Role

Permissions are often assigned based on user roles. Different roles may have different levels of access within the app. For example, an administrator might have full control permissions, while a standard user might have limited access

&#x20;Go to CRM App and click on **Permission** and then **Role.**

<figure><img src="/files/86sKLn6gyGCBORA5U9Tk" alt=""><figcaption></figcaption></figure>

&#x20;Click on **+Role** button

![](/files/95cDqDuK3wraey4HahE5)

Enter **Role Name** and **Permission** and click on **Save** button

![](/files/JfhWfvWnSwMpY0WJfbBe)

A New **Role** is added at the top

&#x20;

<figure><img src="/files/vcxCWoKzLnqJ4QeUUkD9" alt=""><figcaption></figcaption></figure>

## Create Team

You can create team from team.

Go to **Permission** and jump to **Team**

![](/files/iMp0AbWEfNyUWxSptBd0)

Click on **+Team** button to create team&#x20;

<figure><img src="/files/m4aCrs7eogVW3hj2HBvP" alt=""><figcaption></figcaption></figure>

&#x20;Enter **Team Name** and **Users** which you want to add in the team (Here shows only those users which are mapped in user mapping)

<figure><img src="/files/kasRJdMbP75GbDkXr1qs" alt=""><figcaption></figcaption></figure>

A New **Team** is added at the top

<figure><img src="/files/14CIiS3lp2cvhRWDNoRZ" alt=""><figcaption></figcaption></figure>

## Give Permission to user or Team.

You can give access of CRM app to individual or team.

Go to **Permission** and jump to **Permission.**

![](/files/JDjSzbW7lZEvHlfIq2Qw)

&#x20;Click on **+Permission** button

![](/files/Lxv08OQ88IQ8iOTCqvtw)

Select Individual user or team and assign role which you want and click on **Save** button.

![](/files/3t1nEtm5EENWHow4gFpq)

## Edit User Permission

You can choose to edit the user permission that you have created.

To edit user permission

Click on the Action (3 vertical dots) ![](/files/92gOAcSe7H1UhtbX1i19) for the record which you would like to edit and click the **Edit** button.

![](/files/ENNVaW7tkywYX9DkZKVT)

Make the necessary changes and click **Save.**

![](/files/JjGp9ctCoUtNG7TNBMlu)

## Delete User Permission

User permission once added can be deleted if no longer necessary.

To delete user permission

Click on the Action (3 vertical dots) ![](/files/E84M59K4jUXETy44tDsE) for the record which you would like to delete and click the **Delete** button.

![](/files/j9K1zWK0DksJVYifa1dJ)

Give your confirmation in the popup and the record will be deleted

![](/files/xWEtaY2DT96cPJKP5KMb)

## View User Permission

You can choose to view the user permission that you have created.

To view user permission

Click on the Action (3 vertical dots) ![](/files/2okGvyjjyf7zUJO1Yi3R) for the record which you would like to view and click the **View** button.

<figure><img src="/files/4t0BFWekI0tNZS0COTuT" alt=""><figcaption></figcaption></figure>

You can see all details of **User Permission**

![](/files/LBaU0HwAXrE9MyjXjuql)

## Permission Matrix

<figure><img src="/files/fMMVlYZrCoa2xywARmGu" alt=""><figcaption></figcaption></figure>


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