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.
The Roles Screen
Go to Roles & Users → Roles. From here you can:
Action
Description
Show Tree
View the full role hierarchy as a tree — shows how roles relate to each other via their parent roles.
Create Role
Add a new role.
Creating a Role
Click Create Role.
Fill in the role details and select its permissions (see Permissions Reference page).
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.
Save.
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.