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Bitrix24Care

Documents in CRM: Access permissions

Check if this option is available on your plan. You can find all the information about Bitrix24 plans on the pricing page.

To configure documents access permissions, open any CRM element and click Documents > Add new template.

Click the cogwheel button > Access permissions.

Add a user/department/group you want to configure access permissions for by clicking Add access permission.

Click Add to add a new role.

Specify role name and configure actions available to this role.

Permissions types

Settings – Update This permission allows a user to change settings. Documents - View This permission allows a user to view documents created using any document template. Documents - Update - If the user is specified in the template users list, he/she can create a new document using this template or edit the existing one by clicking "Edit document".
- If the user is specified in the template users list, he/she can delete documents.
Templates – Update - Personal - User can create new documents templates.

- User can delete and edit documents templates created by him/her. Templates – Update – Personal and department - User can create new documents templates.

- User can delete and edit documents templates created by him/her or by users from his/her department. Templates – Update – Any This permission allows a user to edit and delete any documents templates.

Click Save and assign this role to the added user.


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