# 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 through a two-step structure: first you create a **Role** with a specific set of permissions, then you create a **User** and assign them that role. The role defines what the user can see and do across the entire system.

---

## How It Works

```
Create Role → Assign Permissions → Create User → Assign Role + Parent User

```

1. **Create a Role** — give it a name and select which permissions it has from a categorized list.
2. **Create a User** — assign them a Role, a Parent User, and their projects.
3. The system uses the **Parent User** to build a **hierarchy tree** — this tree controls visibility: a parent can see everything their child users can see.

---

## The Hierarchy Tree

The hierarchy tree is central to how the CRM works:

- Every user has a **Parent** — the user above them in the hierarchy.
- A parent can see all leads, tickets, and data belonging to any user below them in the tree.
- When assigning a lead or ticket to someone, the system shows users from the tree — a manager sees users under them and can assign to any of them.
- The tree also affects reports, dashboard views, and delayed lead visibility.

> 💡 **Example:** If Sales Manager A is the parent of Salesman B and Salesman C, then Manager A can see all leads assigned to B and C. B and C can only see their own leads.

---

## Module Pages

<table id="bkmrk-page-description-rol"><thead><tr><th>Page</th><th>Description</th></tr></thead><tbody><tr><td>**Roles**</td><td>How to create roles, the role tree, and the full permissions reference.</td></tr><tr><td>**Users**</td><td>How to create users, assign roles and parents, and user-specific settings.</td></tr><tr><td>**Permissions Reference**</td><td>Full breakdown of every permission group and what each permission controls.</td></tr></tbody></table>

# Roles

## Overview

A **Role** is a named set of permissions. Every user in the system must be assigned a role — the role determines what they can see and do across all modules.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/BNaimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/BNaimage.png)

---

## The Roles Screen

Go to **Roles &amp; Users → Roles**. From here you can:

<table id="bkmrk-action-description-s" style="width:100%;"><thead><tr><th style="width:14.8955%;">Action</th><th style="width:85.1442%;">Description</th></tr></thead><tbody><tr><td style="width:14.8955%;">**Show Tree**</td><td style="width:85.1442%;">View the full role hierarchy as a tree — shows how roles relate to each other via their parent roles. [![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/Jx3image.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/Jx3image.png)

</td></tr><tr><td style="width:14.8955%;">**Create Role**</td><td style="width:85.1442%;">Add a new role.  
</td></tr></tbody></table>

---

## Creating a Role

1. Click **Create Role**.
2. Fill in the role details and select its permissions (see Permissions Reference page).
3. Select the **Parent Role** — the role above this one in the hierarchy tree. This determines which users will be able to see data from users assigned to this role.
4. Save. [![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/2IVimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/2IVimage.png)

---

## How the Role Tree Works

When creating a user, you select both a **Role** and a **Parent User**. The system uses the parent role structure to determine the hierarchy. When assigning a user's parent, it looks at the parent role selected on the role — and shows you all users who have that parent role assigned, so you can pick the correct one.

> 💡 **Example:** You create a "Salesman" role with "Sales Manager" as its parent role. When you create a user with the Salesman role and need to pick their Parent User, the system shows all users who have the Sales Manager role — you pick the specific manager this salesman reports to.

---

## Role Permissions

Permissions are organized into groups. Each group covers a specific area of the CRM. See the **Permissions Reference** page for the full breakdown of every permission and what it controls.

The **Select All** option within each group grants every permission in that group at once.

> ⚠️ Some permissions have dependencies — enabling one may require another to be enabled as well, or a permission may be useless without a related one. Review the Permissions Reference carefully when building a new role.

# Users

## Overview

A **User** is anyone who logs into the CRM. Each user is assigned a Role (which defines their permissions) and a Parent User (which places them in the hierarchy tree).

---

## The Users Screen

Go to **Roles &amp; Users → Users**. From here you can:

<table id="bkmrk-action-description-s" style="width:100%;"><thead><tr><th style="width:19.8963%;">Action</th><th style="width:80.1435%;">Description</th></tr></thead><tbody><tr><td style="width:19.8963%;">**Show Tree**</td><td style="width:80.1435%;">View all users arranged in the hierarchy tree. [![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/DW7image.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/DW7image.png)

</td></tr><tr><td style="width:19.8963%;">**Create User**</td><td style="width:80.1435%;">Add a new user.</td></tr><tr><td style="width:19.8963%;">**Edit**</td><td style="width:80.1435%;">Edit an existing user's details, role, or parent.</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/bZfimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/bZfimage.png)

---

## Creating a User

Click **Create User** and fill in the following fields:

### Fields

<table id="bkmrk-field-required-descr"><thead><tr><th>Field</th><th>Required</th><th>Description</th></tr></thead><tbody><tr><td>**Name**</td><td>✅</td><td>User's full name. Includes a title prefix (e.g., Mr).</td></tr><tr><td>**Email**</td><td>✅</td><td>User's email address — used for login and system notifications.</td></tr><tr><td>**Mobile**</td><td>✅</td><td>User's mobile number.</td></tr><tr><td>**Password**</td><td>✅</td><td>Login password.</td></tr><tr><td>**Confirm Password**</td><td>✅</td><td>Password confirmation.</td></tr><tr><td>**Roles**</td><td>✅</td><td>The role assigned to this user — determines all permissions.</td></tr><tr><td>**Projects**</td><td>Optional</td><td>The projects this user has access to (e.g., Elite Living, Profit Mall, Installment).</td></tr><tr><td>**Parent**</td><td>Optional</td><td>The user above this user in the hierarchy tree. The system shows available parent users based on the parent role configured on the selected role.</td></tr><tr><td>**Default View Mode**</td><td>Optional</td><td>The default display mode for units (e.g., Card View).</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/mrkimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/mrkimage.png)

---

## User-Level Settings

In addition to the role-based permissions, each user has the following individual settings:

<table id="bkmrk-setting-description-"><thead><tr><th>Setting</th><th>Description</th></tr></thead><tbody><tr><td>**SMS Assign**</td><td>When ON, the user receives an SMS notification when a lead is assigned to them.</td></tr><tr><td>**SMS Not Reply**</td><td>When ON, the user receives an SMS notification when a lead hasn't been replied to within a set time.</td></tr><tr><td>**User Logs**</td><td>View a log of all actions taken by this user in the system.</td></tr><tr><td>**SMS Logs**</td><td>View all SMS messages sent to or from this user.</td></tr><tr><td>**Email Logs**</td><td>View all emails sent to or from this user.</td></tr></tbody></table>

---

## The Parent User &amp; Hierarchy Tree

The **Parent** field places this user in the hierarchy tree under the selected parent. This has several effects:

- The parent user can see all leads, data, and activity belonging to this user.
- When this user needs to assign a lead, they see users below them in the tree.
- Reports and dashboards respect the tree — a manager sees aggregate data for their entire team.
- The dashboard's delayed leads section shows a manager all delayed leads across their team.

> ⚠️ A user without a parent sits at the top of their own tree branch — they will not be visible to any other user unless someone is set as their parent.

# Permissions Reference

## Overview

Permissions are organized into groups — each group covers a specific area of the CRM. When building a role, you select which permissions to grant from these groups. **Select All** within a group grants every permission in that group.

> ⚠️ The **Settings** permission is a special case — a user who has access to any Settings section without this permission can view the settings but any edits they make will not be saved.

---

## Roles &amp; Users

<table id="bkmrk-permission-descripti"><thead><tr><th>Permission</th><th>Description</th></tr></thead><tbody><tr><td>**Display Role Listing**</td><td>View the list of roles only — cannot edit or manage.</td></tr><tr><td>**Create Role**</td><td>Create new roles.</td></tr><tr><td>**Edit Role**</td><td>Edit existing roles.</td></tr><tr><td>**Delete Role**</td><td>Delete roles.</td></tr><tr><td>**View Users**</td><td>View the list of users only — cannot edit or manage.</td></tr><tr><td>**Create Users**</td><td>Create new users.</td></tr><tr><td>**Show User Profile**</td><td>View a user's full profile.</td></tr><tr><td>**Edit User Profile**</td><td>Edit user profile details.</td></tr><tr><td>**Delete Users**</td><td>Delete users.</td></tr><tr><td>**Dashboard**</td><td>Access the main dashboard.</td></tr><tr><td>**Display Totals in Units List**</td><td>See aggregate totals at the top of the units list.</td></tr><tr><td>**Block Users**</td><td>Block a user from logging in.</td></tr><tr><td>**Users Logs**</td><td>View the action log for users.</td></tr><tr><td>**SMS Logs**</td><td>View SMS logs.</td></tr><tr><td>**Email Logs**</td><td>View email logs.</td></tr></tbody></table>

---

## Settings &amp; Setup

<table id="bkmrk-permission-descripti-1"><thead><tr><th>Permission</th><th>Description</th></tr></thead><tbody><tr><td>**Settings**</td><td>Required to save any changes in Settings — without this, settings pages are view-only.</td></tr><tr><td>**Manage States**</td><td>Create, edit, and delete lead states.</td></tr><tr><td>**Manage Form Fields**</td><td>Manage custom fields on lead/client forms.</td></tr><tr><td>**Manage Fragments**</td><td>Manage reusable content fragments.</td></tr><tr><td>**Manage Rotation**</td><td>Configure lead rotation and auto-assignment rules.</td></tr><tr><td>**General Settings**</td><td>Access General Settings.</td></tr><tr><td>**Sales Settings**</td><td>Access Sales Settings.</td></tr><tr><td>**Inventory Settings**</td><td>Access Inventory Settings.</td></tr><tr><td>**Brokers Settings**</td><td>Access Broker Settings.</td></tr><tr><td>**Finance Settings**</td><td>Access Finance Settings.</td></tr><tr><td>**Customer Service Settings**</td><td>Access Customer Service Settings.</td></tr><tr><td>**Manage Global Contracts**</td><td>Create and manage contract templates.</td></tr><tr><td>**List Facebook Integration**</td><td>View Facebook lead integration settings.</td></tr><tr><td>**Inventory Uploads**</td><td>Bulk upload units via Excel.</td></tr><tr><td>**Upload Brokers**</td><td>Bulk upload broker companies.</td></tr><tr><td>**Upload For Assign**</td><td>Bulk upload leads for assignment.</td></tr><tr><td>**List States Group**</td><td>View states groups.</td></tr><tr><td>**Create States Group**</td><td>Create new states groups.</td></tr><tr><td>**Edit States Group**</td><td>Edit existing states groups.</td></tr><tr><td>**Delete States Group**</td><td>Delete states groups.</td></tr><tr><td>**Manage Global Appendices**</td><td>Manage global appendix documents.</td></tr></tbody></table>

---

## Projects &amp; Units

<table id="bkmrk-permission-descripti-2"><thead><tr><th>Permission</th><th>Description</th></tr></thead><tbody><tr><td>**List Projects**</td><td>View the list of projects.</td></tr><tr><td>**Create Projects**</td><td>Create new projects.</td></tr><tr><td>**Edit Projects**</td><td>Edit project details.</td></tr><tr><td>**Delete Projects**</td><td>Delete projects.</td></tr><tr><td>**Freeze Units**</td><td>Freeze a unit to prevent any sales actions on it.</td></tr><tr><td>**List Units**</td><td>View the units list.</td></tr><tr><td>**Hold Units**</td><td>Move a unit to the Hold stage.</td></tr><tr><td>**View Non Available Units (Hidden)**</td><td>See units that are hidden from the standard list.</td></tr><tr><td>**Units Availability Settings**</td><td>Configure unit availability rules.</td></tr><tr><td>**See Full Projects Info**</td><td>View complete project details including financial info.</td></tr><tr><td>**Pricing**</td><td>View and manage unit pricing.</td></tr><tr><td>**Un Hold**</td><td>Remove a unit from Hold and return it to Available.</td></tr><tr><td>**Un Hold Limit Management**</td><td>Manage limits on how many units can be un-held.</td></tr><tr><td>**Unit Actions**</td><td>Perform actions on units in the pipeline.</td></tr><tr><td>**Show Unit History**</td><td>View the full action history of a unit.</td></tr><tr><td>**Discard Show Units**</td><td>Bulk cancel all pending View-to-Client assignments.</td></tr><tr><td>**Export Units Table**</td><td>Export the units list.</td></tr><tr><td>**See Units Payment Details**</td><td>View payment schedule details on a unit.</td></tr><tr><td>**View to Client**</td><td>Show a unit to a client (View to Client button).</td></tr><tr><td>**Quick Hold Unit**</td><td>Use the Quick Hold button (for clients without an existing profile).</td></tr><tr><td>**Unblock Unit**</td><td>Unblock a frozen or blocked unit.</td></tr><tr><td>**View Delayed Payment**</td><td>See installments in the Delayed Payments tab.</td></tr><tr><td>**View Extra Delayed Payment**</td><td>See installments in the Extra Delayed Payments tab.</td></tr><tr><td>**QR Code**</td><td>Generate and view unit QR codes.</td></tr><tr><td>**Compare Units**</td><td>Use the unit comparison feature.</td></tr><tr><td>**View Sold Units**</td><td>See units that have been sold.</td></tr><tr><td>**Units Actions Filter**</td><td>Access the Units Actions Filter report.</td></tr><tr><td>**Unit Hold Limit**</td><td>Set and manage the hold limit per unit.</td></tr><tr><td>**Compare Projects**</td><td>Use the project comparison feature.</td></tr><tr><td>**Unit State Change Notifications**</td><td>Receive notifications when a unit's pipeline state changes.</td></tr><tr><td>**Price Change**</td><td>Use the bulk price change tool.</td></tr><tr><td>**List Buildings**</td><td>View buildings within a project.</td></tr><tr><td>**Create Buildings**</td><td>Add new buildings.</td></tr><tr><td>**Edit Buildings**</td><td>Edit building details.</td></tr><tr><td>**Delete Buildings**</td><td>Delete buildings.</td></tr><tr><td>**List Building Segments**</td><td>View building segments.</td></tr><tr><td>**Create Building Segments**</td><td>Add new building segments.</td></tr><tr><td>**Edit Building Segments**</td><td>Edit building segment details.</td></tr><tr><td>**Delete Building Segments**</td><td>Delete building segments.</td></tr><tr><td>**Create Units**</td><td>Add new units.</td></tr><tr><td>**Edit Units**</td><td>Edit unit details.</td></tr><tr><td>**Delete Units**</td><td>Delete units.</td></tr><tr><td>**Force Inventory List**</td><td>View the full inventory list regardless of project assignment.</td></tr><tr><td>**Change Premium Segment**</td><td>Change a unit's premium segment designation.</td></tr><tr><td>**Add EOI Project**</td><td>Enable EOI on a project.</td></tr><tr><td>**Contract Log**</td><td>View the contract log for units.</td></tr><tr><td>**Units Repricing**</td><td>Use the units repricing tool.</td></tr><tr><td>**Quick Reserve Unit**</td><td>Use the Quick Reserve button (for existing clients).</td></tr></tbody></table>

---

## Contracting &amp; Clients

<table id="bkmrk-permission-descripti-3"><thead><tr><th>Permission</th><th>Description</th></tr></thead><tbody><tr><td>**Units Contract**</td><td>Access and manage unit contracts in the pipeline.</td></tr><tr><td>**List Clients**</td><td>View the clients list.</td></tr><tr><td>**Create Clients**</td><td>Create new client profiles.</td></tr><tr><td>**Edit Clients**</td><td>Edit client details.</td></tr><tr><td>**Delete Clients**</td><td>Delete client profiles.</td></tr><tr><td>**Add Reservation Fees**</td><td>Add reservation fees on a unit.</td></tr><tr><td>**Make Down Payment**</td><td>Process the down payment step.</td></tr><tr><td>**Unit Delivery**</td><td>Mark a unit as delivered.</td></tr><tr><td>**Un-Deliver Unit**</td><td>Reverse a unit delivery.</td></tr><tr><td>**Export Clients**</td><td>Export the clients list.</td></tr><tr><td>**Force Client List**</td><td>View all clients regardless of hierarchy.</td></tr><tr><td>**Modify Client User Access**</td><td>Change which users can access a client's profile.</td></tr><tr><td>**Reset Clients Credentials**</td><td>Reset a client's login credentials.</td></tr><tr><td>**Client Updates**</td><td>Post client updates.</td></tr><tr><td>**List Client Requests**</td><td>View client requests.</td></tr><tr><td>**Create Client Requests**</td><td>Submit new client requests.</td></tr><tr><td>**Edit Client Requests**</td><td>Edit existing client requests.</td></tr><tr><td>**Delete Client Requests**</td><td>Delete client requests.</td></tr><tr><td>**Assign Client Requests**</td><td>Assign client requests to a team member.</td></tr><tr><td>**Download Contract Form**</td><td>Download the contract document.</td></tr><tr><td>**Change Client Permission**</td><td>Modify a client's access permissions.</td></tr><tr><td>**Client Requests Seen**</td><td>Mark client requests as seen.</td></tr><tr><td>**Payment History In Client Profile**</td><td>View payment history from inside the client profile.</td></tr><tr><td>**Client History In Client Profile**</td><td>View client interaction history from inside the client profile.</td></tr><tr><td>**Unit Action History In Client Profile**</td><td>View unit pipeline history from inside the client profile.</td></tr><tr><td>**Owner Open Profile**</td><td>Allow the profile owner to open and view their own profile.</td></tr><tr><td>**Force Refund**</td><td>Process a forced refund on a unit.</td></tr><tr><td>**Client Private Files Edit**</td><td>Edit files in the client's private files section.</td></tr><tr><td>**Client Private Files**</td><td>View the client's private files section.</td></tr><tr><td>**In-Profile Delivery Update**</td><td>Post delivery updates from inside the client profile.</td></tr><tr><td>**Download Contract as Word**</td><td>Download the contract as a Word document.</td></tr></tbody></table>

---

## Financial

<table id="bkmrk-permission-descripti-4"><thead><tr><th>Permission</th><th>Description</th></tr></thead><tbody><tr><td>**View Payments**</td><td>View installments in the Payments tab.</td></tr><tr><td>**Pay**</td><td>Collect a payment (PAY button).</td></tr><tr><td>**Refund**</td><td>Process a refund.</td></tr><tr><td>**Add Payment**</td><td>Add an extra payment to a unit's plan.</td></tr><tr><td>**View Wallet**</td><td>View the client's payment wallet.</td></tr><tr><td>**Edit Payment**</td><td>Edit an existing payment's details.</td></tr><tr><td>**View Payment Details**</td><td>View the full payment schedule of a unit.</td></tr><tr><td>**Edit Non-Available Unit's Payment**</td><td>Edit payments on units that are not in an active pipeline stage.</td></tr><tr><td>**List Targets**</td><td>View sales targets.</td></tr><tr><td>**Create Targets**</td><td>Create new sales targets.</td></tr><tr><td>**Edit Targets**</td><td>Edit existing targets.</td></tr><tr><td>**Delete Targets**</td><td>Delete targets.</td></tr><tr><td>**Edit Non-Available Units**</td><td>Edit units outside the active pipeline.</td></tr><tr><td>**Export Payments**</td><td>Export the payments list.</td></tr><tr><td>**Export Wallet**</td><td>Export wallet data.</td></tr><tr><td>**Export Penalties**</td><td>Export the penalties list.</td></tr><tr><td>**Export Benefits**</td><td>Export the client benefits list.</td></tr><tr><td>**Discard Collection Payment**</td><td>Cancel/discard a collected payment.</td></tr><tr><td>**Download Reservation Form**</td><td>Download the reservation form document.</td></tr><tr><td>**Auto Contract**</td><td>Use the auto-contract generation feature.</td></tr><tr><td>**Export Payment Method Excel**</td><td>Export payment methods as Excel.</td></tr><tr><td>**View Payment Methods Table**</td><td>View the payment plans on a unit and download as PDF.</td></tr><tr><td>**Set Global Payment Methods**</td><td>Configure global payment methods in Setup.</td></tr><tr><td>**Select Global Payment Methods**</td><td>Select which global payment methods apply to a unit.</td></tr><tr><td>**Manage Discounts**</td><td>Set maximum discount limits per role.</td></tr><tr><td>**Add Offer**</td><td>Create new promotional offers.</td></tr><tr><td>**Edit Offer**</td><td>Edit existing offers.</td></tr><tr><td>**Delete Offer**</td><td>Delete offers.</td></tr><tr><td>**List Offers**</td><td>View all offers.</td></tr><tr><td>**Force Offer List**</td><td>View all offers regardless of hierarchy.</td></tr><tr><td>**Upload Payment Attachment**</td><td>Upload a file attachment to a payment.</td></tr><tr><td>**Download Payment Attachment**</td><td>Download a file attached to a payment.</td></tr><tr><td>**Add EOI Form**</td><td>Create a new EOI.</td></tr><tr><td>**Edit EOI**</td><td>Edit an existing EOI.</td></tr><tr><td>**Collect EOI**</td><td>Process the Collect action on an EOI.</td></tr><tr><td>**Refund EOI**</td><td>Process the Refund action on an EOI.</td></tr><tr><td>**List EOIs In Client Profile**</td><td>View EOIs from inside the client profile.</td></tr><tr><td>**Delete EOI**</td><td>Delete an EOI.</td></tr><tr><td>**Download EOI Form**</td><td>Download the EOI document.</td></tr><tr><td>**EOI Management**</td><td>Access the EOI Management screen.</td></tr><tr><td>**Export EOI**</td><td>Export the EOI list.</td></tr><tr><td>**Restore EOI**</td><td>Restore a deleted EOI.</td></tr><tr><td>**Edit Payment Cheque Info**</td><td>Edit cheque/bank details on a payment.</td></tr><tr><td>**Override NPV Payment Plan Validation**</td><td>Save an NPV plan that fails the XNPV check (override permission).</td></tr><tr><td>**View NPV Financial Rules**</td><td>View the NPV financial rules and configuration.</td></tr><tr><td>**Manage NPV Financial Rules**</td><td>Edit NPV financial rules (Rate, Delivery %, Max Years).</td></tr><tr><td>**Add Payment Calculator (NPV)**</td><td>Create a new NPV payment plan.</td></tr><tr><td>**Edit Payment Calculator (NPV)**</td><td>Edit an existing NPV payment plan.</td></tr><tr><td>**Delete Payment Calculator (NPV)**</td><td>Delete an NPV payment plan.</td></tr></tbody></table>

---

## Leads &amp; Sales

<table id="bkmrk-permission-descripti-5"><thead><tr><th>Permission</th><th>Description</th></tr></thead><tbody><tr><td>**Manage Leads**</td><td>Full lead management access.</td></tr><tr><td>**Assign Leads**</td><td>Assign leads to salesmen.</td></tr><tr><td>**Manage Returned Leads**</td><td>Manage leads in the Lead Stock / returned leads section.</td></tr><tr><td>**Upload Leads**</td><td>Bulk upload leads via Excel.</td></tr><tr><td>**Create Leads**</td><td>Manually create new leads.</td></tr><tr><td>**New Leads**</td><td>Access the New Leads screen.</td></tr><tr><td>**Can Assign Leads To Him**</td><td>Marks this user as a salesman — the system recognizes them as someone leads can be assigned to. Required for any user who receives lead assignments.</td></tr><tr><td>**Force Lead Assign**</td><td>Assign a lead to any user regardless of hierarchy.</td></tr><tr><td>**View Lead**</td><td>Open and view lead details.</td></tr><tr><td>**Export Leads**</td><td>Export the leads list.</td></tr><tr><td>**Send SMS To Leads**</td><td>Send SMS messages to leads.</td></tr><tr><td>**Leads Actions Filter**</td><td>Access the Leads Actions Filter report.</td></tr><tr><td>**Convert CIL To Lead**</td><td>Convert a broker CIL into a lead.</td></tr><tr><td>**Add Master Additional Field**</td><td>Add master-level additional fields to leads.</td></tr><tr><td>**Manage Unit Updates**</td><td>Manage unit updates from the lead/sales context.</td></tr><tr><td>**Show Unit Updates**</td><td>View unit updates.</td></tr><tr><td>**Check In**</td><td>Use the check-in feature on a lead.</td></tr><tr><td>**Search FB / LinkedIn / Truecaller**</td><td>Search for a lead's info on external platforms.</td></tr><tr><td>**Assigned To Client Requests**</td><td>Assign client requests to yourself.</td></tr><tr><td>**QR Mail**</td><td>Send QR code by email.</td></tr><tr><td>**Force Sales List and Lead View**</td><td>View all leads and sales regardless of hierarchy.</td></tr><tr><td>**View Leads History**</td><td>View the reassignment and action history of a lead. By default not visible — needed when a lead was reassigned from another salesman and you need to see its prior history.</td></tr><tr><td>**Migrate Leads**</td><td>Move leads between users or branches.</td></tr><tr><td>**Change Lead's Lead ID**</td><td>Change the marketing Lead ID attached to a lead.</td></tr><tr><td>**Export Lead Action Filter**</td><td>Export results from the Leads Actions Filter.</td></tr><tr><td>**Delete Lead Comments**</td><td>Delete comments left on a lead.</td></tr><tr><td>**Move Leads To Trash**</td><td>Send leads to the trash.</td></tr><tr><td>**Change Lead Branch**</td><td>Change the branch a lead is associated with.</td></tr><tr><td>**Leads Bulk Action**</td><td>Perform bulk actions on multiple leads at once.</td></tr><tr><td>**Lead State On Create**</td><td>Set a lead's state at the time of creation.</td></tr><tr><td>**Force Lead Actions**</td><td>Perform lead actions regardless of hierarchy restrictions.</td></tr><tr><td>**Country Codes Control**</td><td>Manage country code settings for lead phone numbers.</td></tr><tr><td>**Delete Additional Field**</td><td>Delete custom additional fields.</td></tr><tr><td>**CIL Reminder Button**</td><td>Show the CIL reminder button on a lead.</td></tr><tr><td>**Who Can See Lead Creator**</td><td>Controls visibility of the lead creator field.</td></tr><tr><td>**Who Can See Lead Creation Date**</td><td>Controls visibility of the lead creation date.</td></tr><tr><td>**Unassigned Leads**</td><td>Access the Unassigned Leads section.</td></tr><tr><td>**Manual Withdraw Leads**</td><td>Manually withdraw a lead from a salesman.</td></tr><tr><td>**List Unassigned Leads**</td><td>View the list of unassigned leads.</td></tr><tr><td>**List Withdraw Leads**</td><td>View the list of withdrawn leads.</td></tr><tr><td>**Add Additional Field**</td><td>Add custom additional fields to leads.</td></tr><tr><td>**Show Broker Info In Lead Profile**</td><td>See broker information displayed on a lead's profile.</td></tr><tr><td>**Display Lead Source**</td><td>See the marketing source/Lead ID information on a lead.</td></tr><tr><td>**View Assignment Type**</td><td>See how a lead was assigned — manually, reassigned, or via rotation.</td></tr><tr><td>**Create a Client by Adding/Uploading Lead**</td><td>Create a client profile directly when adding or uploading a lead.</td></tr><tr><td>**Lead Tracking**</td><td>For marketing users outside the hierarchy tree — allows them to see the leads they created and track what happened to them, without needing to be in the sales tree.</td></tr><tr><td>**Change Broker Info on Lead**</td><td>Edit the broker details attached to a lead.</td></tr><tr><td>**Call Logs In Lead Profile**</td><td>View call logs from inside the lead profile.</td></tr><tr><td>**Reassign History Control**</td><td>When reassigning a lead, choose whether to carry over the previous history or start fresh.</td></tr></tbody></table>

---

## Brokerage

<table id="bkmrk-permission-descripti-6"><thead><tr><th>Permission</th><th>Description</th></tr></thead><tbody><tr><td>**List Brokers**</td><td>View the active brokers list.</td></tr><tr><td>**Create Brokers**</td><td>Add new broker companies.</td></tr><tr><td>**Edit Broker**</td><td>Edit broker company details.</td></tr><tr><td>**Delete Broker**</td><td>Delete broker companies.</td></tr><tr><td>**Create Brokers CIL**</td><td>Submit a CIL on behalf of a broker.</td></tr><tr><td>**Broker CILs**</td><td>View broker CILs.</td></tr><tr><td>**View All Brokers CILs**</td><td>View CILs from all brokers regardless of assignment.</td></tr><tr><td>**Change Broker State From Pending**</td><td>Approve a broker from Pending status.</td></tr><tr><td>**Discard Broker Request**</td><td>Reject/discard a broker request.</td></tr><tr><td>**Reset Brokers Credentials**</td><td>Reset a broker's login credentials.</td></tr><tr><td>**Delete CIL**</td><td>Delete a CIL.</td></tr><tr><td>**Brokers Approval**</td><td>Approve pending broker companies.</td></tr><tr><td>**Send Broker Emails**</td><td>Send bulk emails to broker companies.</td></tr><tr><td>**Export Brokers Table**</td><td>Export the brokers list.</td></tr><tr><td>**Export Brokers Requests Table**</td><td>Export broker requests.</td></tr><tr><td>**Force List Brokers**</td><td>View all brokers regardless of assignment.</td></tr><tr><td>**Archive Broker Credit**</td><td>Archive a broker's credit record.</td></tr><tr><td>**Add Comment On Broker Profile**</td><td>Add a comment to a broker's profile.</td></tr><tr><td>**Delete Comment On Broker Profile**</td><td>Delete a comment from a broker's profile.</td></tr><tr><td>**Add New Broker Request**</td><td>Submit a new broker request.</td></tr><tr><td>**Manage Broker Agents**</td><td>Add and manage agents under a broker company.</td></tr><tr><td>**Manage Activity Type**</td><td>Manage broker activity types.</td></tr><tr><td>**Edit Broker Activity**</td><td>Edit a broker activity record.</td></tr><tr><td>**Delete Broker Activity**</td><td>Delete a broker activity record.</td></tr><tr><td>**Add Broker Lead**</td><td>Add a lead through the Brokerage module.</td></tr><tr><td>**List Broker Agent**</td><td>View broker agents.</td></tr><tr><td>**Assign Brokers**</td><td>Assign broker companies to indirect sales users.</td></tr><tr><td>**Force Assign Broker**</td><td>Assign brokers regardless of hierarchy.</td></tr><tr><td>**Receive Broker**</td><td>Marks this user as eligible to receive broker company assignments — identifies this user as an indirect sales person that broker companies can be assigned to.</td></tr><tr><td>**Pending Brokers List**</td><td>View the pending brokers list.</td></tr><tr><td>**Block Broker**</td><td>Block a broker company.</td></tr><tr><td>**Unblock Broker**</td><td>Unblock a broker company.</td></tr><tr><td>**Bulk Delete Brokers**</td><td>Delete multiple brokers at once.</td></tr><tr><td>**Bulk Block Brokers**</td><td>Block multiple brokers at once.</td></tr><tr><td>**Bulk Assign Brokers**</td><td>Assign multiple brokers at once.</td></tr><tr><td>**Bulk Active Brokers**</td><td>Activate multiple brokers at once.</td></tr><tr><td>**Force Broker History**</td><td>View a broker's full history regardless of assignment.</td></tr><tr><td>**Export Brokers**</td><td>Export broker data.</td></tr><tr><td>**Broker Analysis In Broker Profile**</td><td>View the analysis section on a broker's profile.</td></tr><tr><td>**Force Broker Analysis In Broker Profile**</td><td>View broker analysis regardless of assignment.</td></tr><tr><td>**Brokers Activities List**</td><td>View the broker activities list.</td></tr><tr><td>**Force Broker Activities List**</td><td>View all broker activities regardless of assignment.</td></tr><tr><td>**Add New Activity**</td><td>Add a new activity on a broker.</td></tr><tr><td>**Receive Activity**</td><td>Receive activity assignments.</td></tr><tr><td>**Assign Activity**</td><td>Assign activities to team members.</td></tr><tr><td>**Force Assign Activity**</td><td>Assign activities regardless of hierarchy.</td></tr><tr><td>**Manage Activity**</td><td>Full management of broker activities.</td></tr><tr><td>**Export Activity**</td><td>Export broker activity data.</td></tr></tbody></table>

---

## Marketing

<table id="bkmrk-permission-descripti-7"><thead><tr><th>Permission</th><th>Description</th></tr></thead><tbody><tr><td>**Manage Sources**</td><td>Create and manage lead sources.</td></tr><tr><td>**Manage Applinks**</td><td>Manage app links.</td></tr><tr><td>**Manage Campaigns**</td><td>Create and manage marketing campaigns.</td></tr><tr><td>**Compose Emails**</td><td>Send bulk email campaigns.</td></tr><tr><td>**Compose SMS**</td><td>Send bulk SMS campaigns.</td></tr><tr><td>**Export Campaign**</td><td>Export campaign data.</td></tr><tr><td>**Customize Landing Page**</td><td>Edit the landing page configuration.</td></tr><tr><td>**Edit Lead ID**</td><td>Edit an existing Lead ID.</td></tr><tr><td>**Block Lead ID**</td><td>Block a Lead ID from receiving new leads.</td></tr><tr><td>**Duplicate Lead ID**</td><td>Duplicate an existing Lead ID.</td></tr><tr><td>**Change Landing Page Thanks URL**</td><td>Change the redirect URL after a landing page form submission.</td></tr><tr><td>**Force Show All Lead IDs**</td><td>View all Lead IDs regardless of assignment.</td></tr></tbody></table>

---

## CC &amp; CS (Call Center &amp; Customer Service)

<table id="bkmrk-permission-descripti-8"><thead><tr><th>Permission</th><th>Description</th></tr></thead><tbody><tr><td>**Call Center**</td><td>Access the Call Center module.</td></tr><tr><td>**Customer Service**</td><td>Access the Customer Service module.</td></tr><tr><td>**Manage Tickets**</td><td>Full ticket management access.</td></tr><tr><td>**Create Ticket Call Center**</td><td>Create a ticket from the Call Center.</td></tr><tr><td>**Export Call Center**</td><td>Export Call Center data.</td></tr><tr><td>**Filter Call Center**</td><td>Use filters in the Call Center.</td></tr><tr><td>**Export Tickets**</td><td>Export the tickets list.</td></tr><tr><td>**Ticket Show**</td><td>View ticket details.</td></tr><tr><td>**Delivery Updates**</td><td>Access and manage Delivery Updates.</td></tr><tr><td>**Call Center Recall**</td><td>Use the Recall feature in the Call Center.</td></tr><tr><td>**Call Center Add New Lead**</td><td>Add a new lead from the Call Center.</td></tr><tr><td>**Ticket Note**</td><td>Add notes to tickets.</td></tr><tr><td>**Show New Tickets**</td><td>Access the View New Tickets screen (unassigned tickets).</td></tr><tr><td>**Convert Just-Asking To Lead**</td><td>Convert a Just Asking entry into a full lead.</td></tr><tr><td>**See All Tickets**</td><td>View all tickets in the system regardless of assignment or visibility mode.</td></tr><tr><td>**Client Action Filter**</td><td>Access the client action filter.</td></tr><tr><td>**Force Ticket Assign**</td><td>Assign tickets to any user regardless of hierarchy or ticket type assignment.</td></tr><tr><td>**Delete Note**</td><td>Delete a note from a ticket.</td></tr><tr><td>**Show Client Tickets**</td><td>View tickets from inside a client profile.</td></tr><tr><td>**Edit Tickets**</td><td>Edit ticket details.</td></tr><tr><td>**Delete Ticket**</td><td>Delete a ticket.</td></tr></tbody></table>

---

## General

<table id="bkmrk-permission-descripti-9"><thead><tr><th>Permission</th><th>Description</th></tr></thead><tbody><tr><td>**Notes**</td><td>Add and view general notes.</td></tr><tr><td>**Public Search**</td><td>Use the public search feature across the CRM.</td></tr><tr><td>**Database Backup**</td><td>Create a database backup.</td></tr><tr><td>**Files Backup**</td><td>Create a files backup.</td></tr><tr><td>**Restore Database Backup**</td><td>Restore from a database backup.</td></tr><tr><td>**Delete Backups**</td><td>Delete backup files.</td></tr><tr><td>**View Trash**</td><td>View deleted items in the trash.</td></tr><tr><td>**Restore From Trash**</td><td>Restore items from trash.</td></tr><tr><td>**Permanent Delete**</td><td>Permanently delete items from trash.</td></tr><tr><td>**Download Backup**</td><td>Download a backup file.</td></tr></tbody></table>

---

## Tasks

<table id="bkmrk-permission-descripti-10"><thead><tr><th>Permission</th><th>Description</th></tr></thead><tbody><tr><td>**Manage Tasks**</td><td>Full task management access.</td></tr><tr><td>**Create Tasks**</td><td>Create new tasks.</td></tr><tr><td>**Edit Tasks**</td><td>Edit existing tasks.</td></tr><tr><td>**Delete Tasks**</td><td>Delete tasks.</td></tr><tr><td>**Assign Tasks**</td><td>Assign tasks to team members.</td></tr><tr><td>**Tasks Calendar**</td><td>View tasks in calendar view.</td></tr></tbody></table>

---

## Reports

<table id="bkmrk-permission-descripti-11"><thead><tr><th>Permission</th><th>Description</th></tr></thead><tbody><tr><td>**Force Report**</td><td>View all reports regardless of hierarchy.</td></tr><tr><td>**View Salesmen Summations Reports**</td><td>Salesman performance summary report.</td></tr><tr><td>**View Branches Summations Reports**</td><td>Branch performance summary report.</td></tr><tr><td>**View Projects Summations Reports**</td><td>Project performance summary report.</td></tr><tr><td>**View Salesmen According To States Report**</td><td>Salesmen breakdown by lead state.</td></tr><tr><td>**View Salesmen According To States Graph Report**</td><td>Graph version of salesmen by lead state.</td></tr><tr><td>**View Salesmen According To Classes Report**</td><td>Salesmen breakdown by lead class.</td></tr><tr><td>**View Salesmen Leads States According To Lead ID Report**</td><td>Lead states per salesman broken down by Lead ID.</td></tr><tr><td>**View Salesmen According To Unit Steps Report**</td><td>Salesmen performance across pipeline steps.</td></tr><tr><td>**View Salesmen Actions According To States Report**</td><td>Salesman actions broken down by state.</td></tr><tr><td>**View Lead Rates Report**</td><td>Lead conversion rate report.</td></tr><tr><td>**View Total Number Of Leads Per Lead ID Graph Table Report**</td><td>Leads per Lead ID — graph and table.</td></tr><tr><td>**View Total Number Of Leads Per Lead ID Last Month Graph Table Report**</td><td>Same as above but for last month.</td></tr><tr><td>**View Total Number Of Leads On Campaigns Per Lead ID Report**</td><td>Leads per campaign broken down by Lead ID.</td></tr><tr><td>**View Total Number Of Leads Per Source Graph Table Report**</td><td>Leads per source — graph and table.</td></tr><tr><td>**View Sources Per States Chart Report**</td><td>Lead sources broken down by state — chart view.</td></tr><tr><td>**View Total Number Of Leads On Source Per Lead ID And States Report**</td><td>Source performance by Lead ID and state.</td></tr><tr><td>**View Marketing Analysis Report**</td><td>Full marketing analysis report.</td></tr><tr><td>**View Sold Units Report**</td><td>Report on sold units.</td></tr><tr><td>**View Done Deals According To Project Report**</td><td>Done deals broken down by project.</td></tr><tr><td>**View Salesmen States According To Projects Report**</td><td>Salesman states by project.</td></tr><tr><td>**View Projects According To Leads States Report**</td><td>Projects broken down by lead state.</td></tr><tr><td>**View Project Spent Leads Count Report**</td><td>Leads spent per project.</td></tr><tr><td>**View Projects Rates Report**</td><td>Conversion rates per project.</td></tr><tr><td>**View Salesman Actions Summation**</td><td>Summary of actions taken per salesman.</td></tr><tr><td>**Salesman Performance Report**</td><td>Detailed salesman performance report.</td></tr><tr><td>**Account Manager to Brokers Report**</td><td>Account manager performance across their broker portfolio.</td></tr><tr><td>**Brokers Per Leads Report**</td><td>Broker performance broken down by leads.</td></tr><tr><td>**EOI Analysis Report**</td><td>EOI activity and conversion report.</td></tr><tr><td>**States Group Report**</td><td>Leads broken down by states group.</td></tr><tr><td>**Call Logs Report**</td><td>Call activity report.</td></tr></tbody></table>

---

## Broker CRM

<table id="bkmrk-permission-descripti-12"><thead><tr><th>Permission</th><th>Description</th></tr></thead><tbody><tr><td>**Select All**</td><td>Grants all Broker CRM permissions at once.</td></tr><tr><td>**Edit My Owners**</td><td>Edit owners assigned to the current user only.</td></tr><tr><td>**Send Leads**</td><td>Send leads to developer companies via the Sent CILs feature.</td></tr><tr><td>**Show Resale Unit**</td><td>View resale unit details.</td></tr><tr><td>**Create Broker Project**</td><td>Create new projects in the Broker CRM.</td></tr><tr><td>**Delete Broker Project**</td><td>Delete broker projects.</td></tr><tr><td>**Edit Broker Project**</td><td>Edit broker project details.</td></tr><tr><td>**List Broker Project**</td><td>View the broker projects list.</td></tr><tr><td>**List Developers**</td><td>View the developers list.</td></tr><tr><td>**Create Developers**</td><td>Add new developer companies.</td></tr><tr><td>**Edit Developers**</td><td>Edit developer company details.</td></tr><tr><td>**Delete Developers**</td><td>Delete developer companies.</td></tr><tr><td>**List Owners**</td><td>View the owners list.</td></tr><tr><td>**Create Owners**</td><td>Add new owners.</td></tr><tr><td>**Edit Owners**</td><td>Edit owner details.</td></tr><tr><td>**Delete Owners**</td><td>Delete owners.</td></tr><tr><td>**List Project Units**</td><td>View primary project units.</td></tr><tr><td>**View Project Units to Client**</td><td>Show a primary unit to a client (View to Client).</td></tr><tr><td>**List Project Units Log**</td><td>View the Project Units History log.</td></tr><tr><td>**List Resale Units**</td><td>View the resale units list.</td></tr><tr><td>**View Resale Units to Client**</td><td>Show a resale unit to a client (View to Client).</td></tr><tr><td>**List Resale Units Log**</td><td>View the Resale Units History log.</td></tr><tr><td>**Freeze Broker Units**</td><td>Freeze a primary broker unit to prevent any sales actions on it.</td></tr><tr><td>**Freeze Resale Units**</td><td>Freeze a resale unit to prevent any sales actions on it.</td></tr><tr><td>**Manage Locations**</td><td>Add, edit, and delete locations in Setup → Locations.</td></tr><tr><td>**Manage Broker Unit to Client**</td><td>Manage the View to Client process for broker units.</td></tr><tr><td>**Create Resale Units**</td><td>Add new resale unit listings.</td></tr><tr><td>**Edit Resale Units**</td><td>Edit existing resale unit listings.</td></tr><tr><td>**Delete Resale Units**</td><td>Delete resale unit listings.</td></tr><tr><td>**Change Transaction Status**</td><td>Change the status of a resale transaction.</td></tr><tr><td>**List Transactions**</td><td>View the transactions list.</td></tr><tr><td>**List Transactions Wallet**</td><td>View the transactions wallet.</td></tr><tr><td>**Resale Units Accept**</td><td>Accept a pending resale unit — moves it from Pending to Accepted status.</td></tr><tr><td>**Compare Resale Units**</td><td>Use the unit comparison feature on resale units.</td></tr><tr><td>**Force List Owners**</td><td>View all owners regardless of assignment or hierarchy.</td></tr><tr><td>**List My Targets**</td><td>View the current user's own targets.</td></tr><tr><td>**Create My Targets**</td><td>Create personal targets for the current user.</td></tr><tr><td>**Edit My Targets**</td><td>Edit the current user's own targets.</td></tr><tr><td>**Delete My Targets**</td><td>Delete the current user's own targets.</td></tr><tr><td>**Force Resale Unit Edit**</td><td>Edit any resale unit regardless of who created it or who it is assigned to.</td></tr><tr><td>**Force Resale Unit Delete**</td><td>Delete any resale unit regardless of assignment.</td></tr><tr><td>**View Sent CILs Log**</td><td>View the Sent CILs Log in the Network module.</td></tr><tr><td>**Show Owners List**</td><td>View the owners list screen.</td></tr><tr><td>**Hold Broker Units**</td><td>Move a primary broker unit to the Hold stage.</td></tr><tr><td>**Resale Unit Sold by Other**</td><td>Mark a resale unit as sold by another party outside the CRM.</td></tr><tr><td>**Owners Bulk Send**</td><td>Send bulk SMS or email to multiple owners at once.</td></tr><tr><td>**Change Resale Unit Owner**</td><td>Change the owner assigned to a resale unit.</td></tr><tr><td>**Force Show Resale Units**</td><td>View all resale units regardless of assignment or hierarchy.</td></tr><tr><td>**Export Developers**</td><td>Export the developers list.</td></tr><tr><td>**Export Owners**</td><td>Export the owners list.</td></tr></tbody></table>

# User Logs

## Overview

**User Logs** is a system-wide audit trail that tracks every action taken by every user in the CRM — who did what, when, and on which item. Accessible from **Roles &amp; Users → User Logs**.

---

## What You See

<table id="bkmrk-column-description-n"><thead><tr><th>Column</th><th>Description</th></tr></thead><tbody><tr><td>**Name**</td><td>The user who performed the action.</td></tr><tr><td>**Role**</td><td>The role assigned to that user.</td></tr><tr><td>**Action**</td><td>The module or area where the action took place (e.g., users, roles, leads).</td></tr><tr><td>**Info**</td><td>A description of the specific action (e.g., "Admin visited users main page", "Admin Visit user edit page with name Sales Agent").</td></tr><tr><td>**Date**</td><td>The date and time the action was recorded.</td></tr><tr><td>**Item Name**</td><td>The specific item that was acted on, if applicable (e.g., a user name, a lead name). Shown as N/A if not applicable.</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/Oqdimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/Oqdimage.png)

---

## Available Filters

<table id="bkmrk-filter-description-r"><thead><tr><th>Filter</th><th>Description</th></tr></thead><tbody><tr><td>**Role**</td><td>Filter by the role of the user who performed the action.</td></tr><tr><td>**User**</td><td>Filter by a specific user.</td></tr><tr><td>**Actions**</td><td>Filter by action type.</td></tr><tr><td>**Date From / Date To**</td><td>Filter by date range.</td></tr></tbody></table>

---

## Available Actions

- **Search** — search across the log entries.
- **Select Sorting Method** — change the sort order of results.
- **Export** — export the log as a file.

> 💡 Use User Logs to audit system activity, investigate a specific action, or monitor what users are accessing and changing in the CRM.

# SMS Logs

## Overview

**SMS Logs** records every SMS message sent through the CRM — showing the message content, who sent it, who received it, what triggered it, whether it was delivered, and when. Accessible from **Roles &amp; Users → SMS Logs**.

---

## What You See

<table id="bkmrk-column-description-i"><thead><tr><th>Column</th><th>Description</th></tr></thead><tbody><tr><td>**ID**</td><td>Sequential log ID.</td></tr><tr><td>**Message**</td><td>The full content of the SMS sent.</td></tr><tr><td>**User**</td><td>The CRM user who triggered the SMS.</td></tr><tr><td>**Receiver**</td><td>The phone number the SMS was sent to.</td></tr><tr><td>**Send Username To New Clients**</td><td>Checked if this SMS was triggered by the "send credentials to new clients" event.</td></tr><tr><td>**Send On New Tickets Closed**</td><td>Checked if triggered when a ticket is closed.</td></tr><tr><td>**Send On New Request**</td><td>Checked if triggered when a new request is created.</td></tr><tr><td>**Send On Assign**</td><td>Checked if triggered when a lead is assigned.</td></tr><tr><td>**Send Where No Answer Or Switched Off**</td><td>Checked if triggered when a client is unreachable.</td></tr><tr><td>**Send SMS Thanks for Meeting**</td><td>Checked if triggered after a meeting.</td></tr><tr><td>**SMS When Client Stuck After Down Payment**</td><td>Checked if triggered when a client stalls after down payment.</td></tr><tr><td>**Send Payment Due Date Reminder**</td><td>Checked if triggered as a payment due date reminder.</td></tr><tr><td>**Send SMS Thanks for Coming Visit**</td><td>Checked if triggered after a client visit.</td></tr><tr><td>**Before Coming Visit**</td><td>Checked if triggered before a scheduled client visit.</td></tr><tr><td>**Source**</td><td>The system event or source that triggered this SMS (e.g., `requests.postupload`).</td></tr><tr><td>**Result**</td><td>Whether the SMS was delivered successfully or failed (e.g., FAILED).</td></tr><tr><td>**Date**</td><td>Date and time the SMS was sent.</td></tr></tbody></table>

> 💡 Use SMS Logs to verify that notification messages are being sent and delivered correctly, or to investigate delivery failures.

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/ubTimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/ubTimage.png)

# Email Logs

## Overview

**Email Logs** records every email sent through the CRM — showing the sender, recipient, message content, and date. Accessible from **Roles &amp; Users → Email Logs**.

---

## What You See

<table id="bkmrk-column-description-i"><thead><tr><th>Column</th><th>Description</th></tr></thead><tbody><tr><td>**ID**</td><td>Sequential log ID.</td></tr><tr><td>**Sender**</td><td>The email address the message was sent from (e.g., system@dotshub.com).</td></tr><tr><td>**Receiver**</td><td>The recipient's email address.</td></tr><tr><td>**Message**</td><td>The full email content — including subject, body, and any login credentials or links sent.</td></tr><tr><td>**Date**</td><td>Date and time the email was sent.</td></tr></tbody></table>

[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/o2mimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/o2mimage.png)

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## Available Filters

<table id="bkmrk-filter-description-u"><thead><tr><th>Filter</th><th>Description</th></tr></thead><tbody><tr><td>**User**</td><td>Filter by the CRM user who triggered the email.</td></tr><tr><td>**Recipient**</td><td>Filter by the recipient's email address.</td></tr><tr><td>**Date Email Was Sent**</td><td>Filter by date range (From / To).</td></tr></tbody></table>

> 💡 Use Email Logs to confirm that system emails (e.g., welcome emails with credentials, notifications) were sent correctly, or to track email communication history.