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

Go to CRM App and click on Permission and then Role.

Click on +Role button

Enter Role Name and Permission and click on Save button

A New Role is added at the top

Create Team

You can create team from team.

Go to Permission and jump to Team

Click on +Team button to create team

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

A New Team is added at the top

Give Permission to user or Team.

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

Go to Permission and jump to Permission.

Click on +Permission button

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

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) for the record which you would like to edit and click the Edit button.

Make the necessary changes and click Save.

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) for the record which you would like to delete and click the Delete button.

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

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) for the record which you would like to view and click the View button.

You can see all details of User Permission

Permission Matrix