Set up access permissions:
- Go to the CRM section.
- Open the CRM item form.
- Click Documents.
- Select Add new template from the dropdown menu.
Click the settings button and select Access permissions.
Click Add access permission and choose a user, department, or group.
Click Add to create a new role.
Enter a role name and configure permissions.
Permission types:
- Settings — Control whether the user can change settings.
- Templates — Choose which templates the employee can access.
- Documents (Edit) — Allow or restrict document editing.
- Documents (View) — Allow or restrict document viewing.
Avoid permission conflicts. This happens when different permissions apply to the same employee. For example, a department may have limited access, while the same employee has full access assigned directly.
When you finish, click Save and assign the role to the user.