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.

Create role

Go to the CRM section - Settings - CRM access permissions.

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.

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.

Access permissions for stage change. You can select which stages employees can move deals to.

• In the Other column, click More against the pipeline for which you want to configure permissions.


• Select Move to stage in the slider.


• Configure permissions for the stage change. You can give access to all stages, select specific ones, or deny access completely.

Amount on kanban stages. You can set access permissions to view deal totals by stage in Kanban. Click More in the Other column. To configure access permissions for each stage, click the plus icon. Then click Close and save the changes.

Allow custom form view. Decide who can set a custom view for CRM entities. If you choose not to allow custom views, the form will display the standard view.
CRM entity form

In the Other column, click More. Choose one of the options.

Read also:

• Access permissions to import and export products
• Access permissions to activities
• Access permissions: Settings