CRM Roles & Permissions
Who can do what in CRM
CRM has the following roles and permissions:
| Role | Description | Permissions |
|---|---|---|
| Admin | Full access including pipelines, settings, and teams | view_dashboard, manage_leads, manage_contacts, manage_companies, manage_opportunities, manage_pipeline, view_team_data, manage_team, manage_activities, manage_mailers, manage_contact_lists, manage_tags, manage_teams |
| Member | Can manage leads, contacts, companies, and opportunities | view_dashboard, manage_leads, manage_contacts, manage_companies, manage_opportunities, manage_activities |
| Viewer | Read-only access | view_dashboard |
Was this page helpful?