Read FAQ
NEW
Bitrix24 Support
Registration and Authentication
How to start
My Profile
Feed
Messenger
Start page: the Vibe
Calendar
Bitrix24.Docs
Bitrix24.Drive
Bitrix24.Mail
Workgroups
CoPilot - AI in Bitrix24
Tasks and Projects
CRM
Contact Center
Sales Center
CRM Analytics (beta)
BI Builder
Sales Intelligence
Inventory Management
Marketing
Sites
Online Store (beta)
CRM + Online Store
CRM Store (beta)
e-Signature
e-Signature for HR
Company
Knowledge base (beta)
Automation
Workflows
Telephony
Market
Subscription
Settings
Enterprise
Desktop App
General questions
Bitrix24 On-Premise

Bitrix24Care

Documents in CRM: Access permissions

To configure access permissions:

  1. Go to the CRM section.
  2. Open the CRM item form.
  3. Click on the Documents button.
  4. Select Add new template in the dropdown menu.

Click on the settings button and select Access permissions in the dropdown menu.

Click Add access permission and select a user/department/group you want to configure access permissions for.

Click Add to create a new role.

Specify the role name and grant access to this role.

There are the following types of access permissions:

  • Settings – select whether the user can change the settings or not.

  • Templates – select which templates the employee will have access to.

  • Documents (Edit) – specify whether the user will have access to change documents.

  • Documents (View) – specify whether the user will have access to view documents.

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

When all the settings are done, click Save and assign this role to the user.

Related articles:


Was this information helpful?
Integration specialist assistance
That's not what I'm looking for
Complicated and incomprehensible text
The information is outdated
It's too short. I need more information
I don't like the way this tool works
Go to Bitrix24
Don't have an account? Create for free