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 & Users
| Permission | Description |
|---|---|
| Display Role Listing | View the list of roles only — cannot edit or manage. |
| Create Role | Create new roles. |
| Edit Role | Edit existing roles. |
| Delete Role | Delete roles. |
| View Users | View the list of users only — cannot edit or manage. |
| Create Users | Create new users. |
| Show User Profile | View a user's full profile. |
| Edit User Profile | Edit user profile details. |
| Delete Users | Delete users. |
| Dashboard | Access the main dashboard. |
| Display Totals in Units List | See aggregate totals at the top of the units list. |
| Block Users | Block a user from logging in. |
| Users Logs | View the action log for users. |
| SMS Logs | View SMS logs. |
| Email Logs | View email logs. |
Settings & Setup
| Permission | Description |
|---|---|
| Settings | Required to save any changes in Settings — without this, settings pages are view-only. |
| Manage States | Create, edit, and delete lead states. |
| Manage Form Fields | Manage custom fields on lead/client forms. |
| Manage Fragments | Manage reusable content fragments. |
| Manage Rotation | Configure lead rotation and auto-assignment rules. |
| General Settings | Access General Settings. |
| Sales Settings | Access Sales Settings. |
| Inventory Settings | Access Inventory Settings. |
| Brokers Settings | Access Broker Settings. |
| Finance Settings | Access Finance Settings. |
| Customer Service Settings | Access Customer Service Settings. |
| Manage Global Contracts | Create and manage contract templates. |
| List Facebook Integration | View Facebook lead integration settings. |
| Inventory Uploads | Bulk upload units via Excel. |
| Upload Brokers | Bulk upload broker companies. |
| Upload For Assign | Bulk upload leads for assignment. |
| List States Group | View states groups. |
| Create States Group | Create new states groups. |
| Edit States Group | Edit existing states groups. |
| Delete States Group | Delete states groups. |
| Manage Global Appendices | Manage global appendix documents. |
Projects & Units
| Permission | Description |
|---|---|
| List Projects | View the list of projects. |
| Create Projects | Create new projects. |
| Edit Projects | Edit project details. |
| Delete Projects | Delete projects. |
| Freeze Units | Freeze a unit to prevent any sales actions on it. |
| List Units | View the units list. |
| Hold Units | Move a unit to the Hold stage. |
| View Non Available Units (Hidden) | See units that are hidden from the standard list. |
| Units Availability Settings | Configure unit availability rules. |
| See Full Projects Info | View complete project details including financial info. |
| Pricing | View and manage unit pricing. |
| Un Hold | Remove a unit from Hold and return it to Available. |
| Un Hold Limit Management | Manage limits on how many units can be un-held. |
| Unit Actions | Perform actions on units in the pipeline. |
| Show Unit History | View the full action history of a unit. |
| Discard Show Units | Bulk cancel all pending View-to-Client assignments. |
| Export Units Table | Export the units list. |
| See Units Payment Details | View payment schedule details on a unit. |
| View to Client | Show a unit to a client (View to Client button). |
| Quick Hold Unit | Use the Quick Hold button (for clients without an existing profile). |
| Unblock Unit | Unblock a frozen or blocked unit. |
| View Delayed Payment | See installments in the Delayed Payments tab. |
| View Extra Delayed Payment | See installments in the Extra Delayed Payments tab. |
| QR Code | Generate and view unit QR codes. |
| Compare Units | Use the unit comparison feature. |
| View Sold Units | See units that have been sold. |
| Units Actions Filter | Access the Units Actions Filter report. |
| Unit Hold Limit | Set and manage the hold limit per unit. |
| Compare Projects | Use the project comparison feature. |
| Unit State Change Notifications | Receive notifications when a unit's pipeline state changes. |
| Price Change | Use the bulk price change tool. |
| List Buildings | View buildings within a project. |
| Create Buildings | Add new buildings. |
| Edit Buildings | Edit building details. |
| Delete Buildings | Delete buildings. |
| List Building Segments | View building segments. |
| Create Building Segments | Add new building segments. |
| Edit Building Segments | Edit building segment details. |
| Delete Building Segments | Delete building segments. |
| Create Units | Add new units. |
| Edit Units | Edit unit details. |
| Delete Units | Delete units. |
| Force Inventory List | View the full inventory list regardless of project assignment. |
| Change Premium Segment | Change a unit's premium segment designation. |
| Add EOI Project | Enable EOI on a project. |
| Contract Log | View the contract log for units. |
| Units Repricing | Use the units repricing tool. |
| Quick Reserve Unit | Use the Quick Reserve button (for existing clients). |
Contracting & Clients
| Permission | Description |
|---|---|
| Units Contract | Access and manage unit contracts in the pipeline. |
| List Clients | View the clients list. |
| Create Clients | Create new client profiles. |
| Edit Clients | Edit client details. |
| Delete Clients | Delete client profiles. |
| Add Reservation Fees | Add reservation fees on a unit. |
| Make Down Payment | Process the down payment step. |
| Unit Delivery | Mark a unit as delivered. |
| Un-Deliver Unit | Reverse a unit delivery. |
| Export Clients | Export the clients list. |
| Force Client List | View all clients regardless of hierarchy. |
| Modify Client User Access | Change which users can access a client's profile. |
| Reset Clients Credentials | Reset a client's login credentials. |
| Client Updates | Post client updates. |
| List Client Requests | View client requests. |
| Create Client Requests | Submit new client requests. |
| Edit Client Requests | Edit existing client requests. |
| Delete Client Requests | Delete client requests. |
| Assign Client Requests | Assign client requests to a team member. |
| Download Contract Form | Download the contract document. |
| Change Client Permission | Modify a client's access permissions. |
| Client Requests Seen | Mark client requests as seen. |
| Payment History In Client Profile | View payment history from inside the client profile. |
| Client History In Client Profile | View client interaction history from inside the client profile. |
| Unit Action History In Client Profile | View unit pipeline history from inside the client profile. |
| Owner Open Profile | Allow the profile owner to open and view their own profile. |
| Force Refund | Process a forced refund on a unit. |
| Client Private Files Edit | Edit files in the client's private files section. |
| Client Private Files | View the client's private files section. |
| In-Profile Delivery Update | Post delivery updates from inside the client profile. |
| Download Contract as Word | Download the contract as a Word document. |
Financial
| Permission | Description |
|---|---|
| View Payments | View installments in the Payments tab. |
| Pay | Collect a payment (PAY button). |
| Refund | Process a refund. |
| Add Payment | Add an extra payment to a unit's plan. |
| View Wallet | View the client's payment wallet. |
| Edit Payment | Edit an existing payment's details. |
| View Payment Details | View the full payment schedule of a unit. |
| Edit Non-Available Unit's Payment | Edit payments on units that are not in an active pipeline stage. |
| List Targets | View sales targets. |
| Create Targets | Create new sales targets. |
| Edit Targets | Edit existing targets. |
| Delete Targets | Delete targets. |
| Edit Non-Available Units | Edit units outside the active pipeline. |
| Export Payments | Export the payments list. |
| Export Wallet | Export wallet data. |
| Export Penalties | Export the penalties list. |
| Export Benefits | Export the client benefits list. |
| Discard Collection Payment | Cancel/discard a collected payment. |
| Download Reservation Form | Download the reservation form document. |
| Auto Contract | Use the auto-contract generation feature. |
| Export Payment Method Excel | Export payment methods as Excel. |
| View Payment Methods Table | View the payment plans on a unit and download as PDF. |
| Set Global Payment Methods | Configure global payment methods in Setup. |
| Select Global Payment Methods | Select which global payment methods apply to a unit. |
| Manage Discounts | Set maximum discount limits per role. |
| Add Offer | Create new promotional offers. |
| Edit Offer | Edit existing offers. |
| Delete Offer | Delete offers. |
| List Offers | View all offers. |
| Force Offer List | View all offers regardless of hierarchy. |
| Upload Payment Attachment | Upload a file attachment to a payment. |
| Download Payment Attachment | Download a file attached to a payment. |
| Add EOI Form | Create a new EOI. |
| Edit EOI | Edit an existing EOI. |
| Collect EOI | Process the Collect action on an EOI. |
| Refund EOI | Process the Refund action on an EOI. |
| List EOIs In Client Profile | View EOIs from inside the client profile. |
| Delete EOI | Delete an EOI. |
| Download EOI Form | Download the EOI document. |
| EOI Management | Access the EOI Management screen. |
| Export EOI | Export the EOI list. |
| Restore EOI | Restore a deleted EOI. |
| Edit Payment Cheque Info | Edit cheque/bank details on a payment. |
| Override NPV Payment Plan Validation | Save an NPV plan that fails the XNPV check (override permission). |
| View NPV Financial Rules | View the NPV financial rules and configuration. |
| Manage NPV Financial Rules | Edit NPV financial rules (Rate, Delivery %, Max Years). |
| Add Payment Calculator (NPV) | Create a new NPV payment plan. |
| Edit Payment Calculator (NPV) | Edit an existing NPV payment plan. |
| Delete Payment Calculator (NPV) | Delete an NPV payment plan. |
Leads & Sales
| Permission | Description |
|---|---|
| Manage Leads | Full lead management access. |
| Assign Leads | Assign leads to salesmen. |
| Manage Returned Leads | Manage leads in the Lead Stock / returned leads section. |
| Upload Leads | Bulk upload leads via Excel. |
| Create Leads | Manually create new leads. |
| New Leads | Access the New Leads screen. |
| Can Assign Leads To Him | 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. |
| Force Lead Assign | Assign a lead to any user regardless of hierarchy. |
| View Lead | Open and view lead details. |
| Export Leads | Export the leads list. |
| Send SMS To Leads | Send SMS messages to leads. |
| Leads Actions Filter | Access the Leads Actions Filter report. |
| Convert CIL To Lead | Convert a broker CIL into a lead. |
| Add Master Additional Field | Add master-level additional fields to leads. |
| Manage Unit Updates | Manage unit updates from the lead/sales context. |
| Show Unit Updates | View unit updates. |
| Check In | Use the check-in feature on a lead. |
| Search FB / LinkedIn / Truecaller | Search for a lead's info on external platforms. |
| Assigned To Client Requests | Assign client requests to yourself. |
| QR Mail | Send QR code by email. |
| Force Sales List and Lead View | View all leads and sales regardless of hierarchy. |
| View Leads History | 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. |
| Migrate Leads | Move leads between users or branches. |
| Change Lead's Lead ID | Change the marketing Lead ID attached to a lead. |
| Export Lead Action Filter | Export results from the Leads Actions Filter. |
| Delete Lead Comments | Delete comments left on a lead. |
| Move Leads To Trash | Send leads to the trash. |
| Change Lead Branch | Change the branch a lead is associated with. |
| Leads Bulk Action | Perform bulk actions on multiple leads at once. |
| Lead State On Create | Set a lead's state at the time of creation. |
| Force Lead Actions | Perform lead actions regardless of hierarchy restrictions. |
| Country Codes Control | Manage country code settings for lead phone numbers. |
| Delete Additional Field | Delete custom additional fields. |
| CIL Reminder Button | Show the CIL reminder button on a lead. |
| Who Can See Lead Creator | Controls visibility of the lead creator field. |
| Who Can See Lead Creation Date | Controls visibility of the lead creation date. |
| Unassigned Leads | Access the Unassigned Leads section. |
| Manual Withdraw Leads | Manually withdraw a lead from a salesman. |
| List Unassigned Leads | View the list of unassigned leads. |
| List Withdraw Leads | View the list of withdrawn leads. |
| Add Additional Field | Add custom additional fields to leads. |
| Show Broker Info In Lead Profile | See broker information displayed on a lead's profile. |
| Display Lead Source | See the marketing source/Lead ID information on a lead. |
| View Assignment Type | See how a lead was assigned — manually, reassigned, or via rotation. |
| Create a Client by Adding/Uploading Lead | Create a client profile directly when adding or uploading a lead. |
| Lead Tracking | 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. |
| Change Broker Info on Lead | Edit the broker details attached to a lead. |
| Call Logs In Lead Profile | View call logs from inside the lead profile. |
| Reassign History Control | When reassigning a lead, choose whether to carry over the previous history or start fresh. |
Brokerage
| Permission | Description |
|---|---|
| List Brokers | View the active brokers list. |
| Create Brokers | Add new broker companies. |
| Edit Broker | Edit broker company details. |
| Delete Broker | Delete broker companies. |
| Create Brokers CIL | Submit a CIL on behalf of a broker. |
| Broker CILs | View broker CILs. |
| View All Brokers CILs | View CILs from all brokers regardless of assignment. |
| Change Broker State From Pending | Approve a broker from Pending status. |
| Discard Broker Request | Reject/discard a broker request. |
| Reset Brokers Credentials | Reset a broker's login credentials. |
| Delete CIL | Delete a CIL. |
| Brokers Approval | Approve pending broker companies. |
| Send Broker Emails | Send bulk emails to broker companies. |
| Export Brokers Table | Export the brokers list. |
| Export Brokers Requests Table | Export broker requests. |
| Force List Brokers | View all brokers regardless of assignment. |
| Archive Broker Credit | Archive a broker's credit record. |
| Add Comment On Broker Profile | Add a comment to a broker's profile. |
| Delete Comment On Broker Profile | Delete a comment from a broker's profile. |
| Add New Broker Request | Submit a new broker request. |
| Manage Broker Agents | Add and manage agents under a broker company. |
| Manage Activity Type | Manage broker activity types. |
| Edit Broker Activity | Edit a broker activity record. |
| Delete Broker Activity | Delete a broker activity record. |
| Add Broker Lead | Add a lead through the Brokerage module. |
| List Broker Agent | View broker agents. |
| Assign Brokers | Assign broker companies to indirect sales users. |
| Force Assign Broker | Assign brokers regardless of hierarchy. |
| Receive Broker | 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. |
| Pending Brokers List | View the pending brokers list. |
| Block Broker | Block a broker company. |
| Unblock Broker | Unblock a broker company. |
| Bulk Delete Brokers | Delete multiple brokers at once. |
| Bulk Block Brokers | Block multiple brokers at once. |
| Bulk Assign Brokers | Assign multiple brokers at once. |
| Bulk Active Brokers | Activate multiple brokers at once. |
| Force Broker History | View a broker's full history regardless of assignment. |
| Export Brokers | Export broker data. |
| Broker Analysis In Broker Profile | View the analysis section on a broker's profile. |
| Force Broker Analysis In Broker Profile | View broker analysis regardless of assignment. |
| Brokers Activities List | View the broker activities list. |
| Force Broker Activities List | View all broker activities regardless of assignment. |
| Add New Activity | Add a new activity on a broker. |
| Receive Activity | Receive activity assignments. |
| Assign Activity | Assign activities to team members. |
| Force Assign Activity | Assign activities regardless of hierarchy. |
| Manage Activity | Full management of broker activities. |
| Export Activity | Export broker activity data. |
Marketing
| Permission | Description |
|---|---|
| Manage Sources | Create and manage lead sources. |
| Manage Applinks | Manage app links. |
| Manage Campaigns | Create and manage marketing campaigns. |
| Compose Emails | Send bulk email campaigns. |
| Compose SMS | Send bulk SMS campaigns. |
| Export Campaign | Export campaign data. |
| Customize Landing Page | Edit the landing page configuration. |
| Edit Lead ID | Edit an existing Lead ID. |
| Block Lead ID | Block a Lead ID from receiving new leads. |
| Duplicate Lead ID | Duplicate an existing Lead ID. |
| Change Landing Page Thanks URL | Change the redirect URL after a landing page form submission. |
| Force Show All Lead IDs | View all Lead IDs regardless of assignment. |
CC & CS (Call Center & Customer Service)
| Permission | Description |
|---|---|
| Call Center | Access the Call Center module. |
| Customer Service | Access the Customer Service module. |
| Manage Tickets | Full ticket management access. |
| Create Ticket Call Center | Create a ticket from the Call Center. |
| Export Call Center | Export Call Center data. |
| Filter Call Center | Use filters in the Call Center. |
| Export Tickets | Export the tickets list. |
| Ticket Show | View ticket details. |
| Delivery Updates | Access and manage Delivery Updates. |
| Call Center Recall | Use the Recall feature in the Call Center. |
| Call Center Add New Lead | Add a new lead from the Call Center. |
| Ticket Note | Add notes to tickets. |
| Show New Tickets | Access the View New Tickets screen (unassigned tickets). |
| Convert Just-Asking To Lead | Convert a Just Asking entry into a full lead. |
| See All Tickets | View all tickets in the system regardless of assignment or visibility mode. |
| Client Action Filter | Access the client action filter. |
| Force Ticket Assign | Assign tickets to any user regardless of hierarchy or ticket type assignment. |
| Delete Note | Delete a note from a ticket. |
| Show Client Tickets | View tickets from inside a client profile. |
| Edit Tickets | Edit ticket details. |
| Delete Ticket | Delete a ticket. |
General
| Permission | Description |
|---|---|
| Notes | Add and view general notes. |
| Public Search | Use the public search feature across the CRM. |
| Database Backup | Create a database backup. |
| Files Backup | Create a files backup. |
| Restore Database Backup | Restore from a database backup. |
| Delete Backups | Delete backup files. |
| View Trash | View deleted items in the trash. |
| Restore From Trash | Restore items from trash. |
| Permanent Delete | Permanently delete items from trash. |
| Download Backup | Download a backup file. |
Tasks
| Permission | Description |
|---|---|
| Manage Tasks | Full task management access. |
| Create Tasks | Create new tasks. |
| Edit Tasks | Edit existing tasks. |
| Delete Tasks | Delete tasks. |
| Assign Tasks | Assign tasks to team members. |
| Tasks Calendar | View tasks in calendar view. |
Reports
| Permission | Description |
|---|---|
| Force Report | View all reports regardless of hierarchy. |
| View Salesmen Summations Reports | Salesman performance summary report. |
| View Branches Summations Reports | Branch performance summary report. |
| View Projects Summations Reports | Project performance summary report. |
| View Salesmen According To States Report | Salesmen breakdown by lead state. |
| View Salesmen According To States Graph Report | Graph version of salesmen by lead state. |
| View Salesmen According To Classes Report | Salesmen breakdown by lead class. |
| View Salesmen Leads States According To Lead ID Report | Lead states per salesman broken down by Lead ID. |
| View Salesmen According To Unit Steps Report | Salesmen performance across pipeline steps. |
| View Salesmen Actions According To States Report | Salesman actions broken down by state. |
| View Lead Rates Report | Lead conversion rate report. |
| View Total Number Of Leads Per Lead ID Graph Table Report | Leads per Lead ID — graph and table. |
| View Total Number Of Leads Per Lead ID Last Month Graph Table Report | Same as above but for last month. |
| View Total Number Of Leads On Campaigns Per Lead ID Report | Leads per campaign broken down by Lead ID. |
| View Total Number Of Leads Per Source Graph Table Report | Leads per source — graph and table. |
| View Sources Per States Chart Report | Lead sources broken down by state — chart view. |
| View Total Number Of Leads On Source Per Lead ID And States Report | Source performance by Lead ID and state. |
| View Marketing Analysis Report | Full marketing analysis report. |
| View Sold Units Report | Report on sold units. |
| View Done Deals According To Project Report | Done deals broken down by project. |
| View Salesmen States According To Projects Report | Salesman states by project. |
| View Projects According To Leads States Report | Projects broken down by lead state. |
| View Project Spent Leads Count Report | Leads spent per project. |
| View Projects Rates Report | Conversion rates per project. |
| View Salesman Actions Summation | Summary of actions taken per salesman. |
| Salesman Performance Report | Detailed salesman performance report. |
| Account Manager to Brokers Report | Account manager performance across their broker portfolio. |
| Brokers Per Leads Report | Broker performance broken down by leads. |
| EOI Analysis Report | EOI activity and conversion report. |
| States Group Report | Leads broken down by states group. |
| Call Logs Report | Call activity report. |
Broker CRM
| Permission | Description |
|---|---|
| Select All | Grants all Broker CRM permissions at once. |
| Edit My Owners | Edit owners assigned to the current user only. |
| Send Leads | Send leads to developer companies via the Sent CILs feature. |
| Show Resale Unit | View resale unit details. |
| Create Broker Project | Create new projects in the Broker CRM. |
| Delete Broker Project | Delete broker projects. |
| Edit Broker Project | Edit broker project details. |
| List Broker Project | View the broker projects list. |
| List Developers | View the developers list. |
| Create Developers | Add new developer companies. |
| Edit Developers | Edit developer company details. |
| Delete Developers | Delete developer companies. |
| List Owners | View the owners list. |
| Create Owners | Add new owners. |
| Edit Owners | Edit owner details. |
| Delete Owners | Delete owners. |
| List Project Units | View primary project units. |
| View Project Units to Client | Show a primary unit to a client (View to Client). |
| List Project Units Log | View the Project Units History log. |
| List Resale Units | View the resale units list. |
| View Resale Units to Client | Show a resale unit to a client (View to Client). |
| List Resale Units Log | View the Resale Units History log. |
| Freeze Broker Units | Freeze a primary broker unit to prevent any sales actions on it. |
| Freeze Resale Units | Freeze a resale unit to prevent any sales actions on it. |
| Manage Locations | Add, edit, and delete locations in Setup → Locations. |
| Manage Broker Unit to Client | Manage the View to Client process for broker units. |
| Create Resale Units | Add new resale unit listings. |
| Edit Resale Units | Edit existing resale unit listings. |
| Delete Resale Units | Delete resale unit listings. |
| Change Transaction Status | Change the status of a resale transaction. |
| List Transactions | View the transactions list. |
| List Transactions Wallet | View the transactions wallet. |
| Resale Units Accept | Accept a pending resale unit — moves it from Pending to Accepted status. |
| Compare Resale Units | Use the unit comparison feature on resale units. |
| Force List Owners | View all owners regardless of assignment or hierarchy. |
| List My Targets | View the current user's own targets. |
| Create My Targets | Create personal targets for the current user. |
| Edit My Targets | Edit the current user's own targets. |
| Delete My Targets | Delete the current user's own targets. |
| Force Resale Unit Edit | Edit any resale unit regardless of who created it or who it is assigned to. |
| Force Resale Unit Delete | Delete any resale unit regardless of assignment. |
| View Sent CILs Log | View the Sent CILs Log in the Network module. |
| Show Owners List | View the owners list screen. |
| Hold Broker Units | Move a primary broker unit to the Hold stage. |
| Resale Unit Sold by Other | Mark a resale unit as sold by another party outside the CRM. |
| Owners Bulk Send | Send bulk SMS or email to multiple owners at once. |
| Change Resale Unit Owner | Change the owner assigned to a resale unit. |
| Force Show Resale Units | View all resale units regardless of assignment or hierarchy. |
| Export Developers | Export the developers list. |
| Export Owners | Export the owners list. |