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Access Permissions in CRM

CRM access permissions are necessary to configure responsibility areas division when working with clients.

You need to follow these steps:

  1. Create a role in CRM.
  2. Assign it to a user, a department or a group.
  3. Configure access permissions for the role.
Check if this option is available on your plan. You can find all the information about Bitrix24 plans on the pricing page.

Create role

Go to the CRM section - Settings - Access Permissions - CRM.

The list of roles is displayed on the right. By default, two roles are available: Manager and Administrator.

If necessary, you can create additional roles and remove unnecessary ones. We recommend that you do not create a separate role for each employee. The more roles you create, the harder it is to keep them up to date.

Click Add under the list of roles.

Specify a role name and save the settings.

If you want to delete the role, click the cross icon.


Assign the role to a user, a department or a group

A list of users with access permissions is displayed on the left.

Click Add access permission under the list of users. You can select a user, a department, or a group.

There are the following User categories:

  • User groups: select a group to assign access permissions.

  • Users: select an employee to assign access permissions individually.

  • Departments: select a department to assign access permissions to its manager and all the employees in it.

  • Social network groups: select a workgroup or project to assign access permissions to its members.

Specify the role for the users you have selected.

Try to avoid permission conflict. It occurs when different access permissions are configured for the same user. For example, minimum permissions are set for the department, and maximum permissions are set for the employee personally.

Access permissions conflict in CRM


Configure access permissions for the role

Select the role you want to configure and click the pencil icon.

Configure the permissions for the selected role and save the changes.


    In brief:

  • CRM access permissions are necessary to configure responsibility areas division when working with clients.

  • Check if this option is available on your plan.

  • Go to the CRM section - Settings - Access Permissions - CRM.

  • Click Add access permission under the list of users on the left. Select a user, a department, or a group. Specify the role for the users you have selected.

  • Select the role you want to configure and click the pencil icon. Configure the permissions for the selected role and save the changes.

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