Bitrix24 now has separate access permissions settings for CRM forms. Specify users who will view, create and edit CRM forms.
By default, the Bitrix24 administrator can configure access permissions and grant access to other employees.
- Go to the CRM section > Add-ons > CRM Forms.
- Click the Settings icon > Access permissions.
Select standard roles
A role is a set of access permissions that is assigned to a user. There are two default roles:
- Administrator
- Manager
If other roles were created in the CRM permissions settings, they will automatically appear in the widget permissions settings.
Configure roles
Use standard roles, copy them or create new ones. Click on dots and select the action.
Add new role. Select this option in the menu and specify its name.
- Click Clone role.
- Select the role you want to copy.
- All permission settings will be copied to the new role.
Show/hide roles. You can leave only the required roles in the list and hide the others. This is useful if you need to compare or edit several roles.
Configure access permissions.
- Read - view the list of created CRM forms.
- Edit - edit settings, create and delete CRM forms.
- User can edit preferences - the ability to customize access permissions to CRM forms.
To configure a specific role, click on the dots to the right of the name and select:
- Select all permissions - permissions to read, edit and configure access to CRM forms.
- Unselect all permissions - close the permissions to read, edit and configure access permissions to forms.
- Rename - change the role name.
- Clone - create a copy of the selected role.
- Delete - remove the role with all settings.
Add users
Click on the plus icon under the role and select an employee, a department or a group.
In brief:
- Bitrix24 now has separate access permissions settings for CRM forms.
- By default, only a Bitrix24 administrator can set up access permissions and grant access to other employees.
- By default, there are two roles in the widget permission settings: Administrator and Manager.
- If other roles have been created in the CRM permissions settings, they will automatically appear in the CRM forms permissions settings.
- You can use standard roles, copy them or create new ones.