Manage user roles and access permissions for your CRM
Admin
Full access to all CRM features and settings
Sales Manager
Manage sales team, leads, deals, and reports
Sales Rep
Access to own leads, contacts, and deals
Permission Matrix
Configure access levels for each role
| Module | Admin | Sales Manager | Sales Rep | Support Agent |
|---|---|---|---|---|
| Leads | Full | Full | Own | View |
| Contacts | Full | Full | Own | View |
| Deals | Full | Full | Own | None |
| Tickets | Full | View | None | Full |
| Reports | Full | Full | Own | Own |
| Settings | Full | None | None | None |