Roles & Users
Control who can access what across the entire CRM — build roles with granular permissions, place users in a hierarchy tree, and manage visibility from a single module.
Roles & Users
Overview The Roles & Users module controls who can access what in the CRM. Access is managed thro...
Roles
Overview A Role is a named set of permissions. Every user in the system must be assigned a role —...
Users
Overview A User is anyone who logs into the CRM. Each user is assigned a Role (which defines thei...
Permissions Reference
Overview Permissions are organized into groups — each group covers a specific area of the CRM. Wh...
User Logs
Overview User Logs is a system-wide audit trail that tracks every action taken by every user in t...
SMS Logs
Overview SMS Logs records every SMS message sent through the CRM — showing the message content, w...
Email Logs
Overview Email Logs records every email sent through the CRM — showing the sender, recipient, mes...