Roles and Permissions Management
What is Roles and Permissions?
The Roles and Permissions module allows you to manage user access and control within CRM LEAF. Each role defines a set of permissions that determine what actions a user assigned to that role can perform in the system.
Manage Roles
Example
| Role Name | Members | Notes |
| App Administrator | 1 |
Admin permissions cannot be changed
|
| Employee | 7 | Permissions can be changed |
| Client | 16 | Permissions can be changed |
| Manager | 1 | Permissions can be changed |
| Custom User | 0 | Permissions can be changed |
| HR | 0 | Permissions can be changed |
| Sales Admin | 0 | Permissions can be changed |
| Sales Manager | 0 | Permissions can be changed |
| Sales Executive | 0 | Permissions can be changed |
| Reseller | 0 | Permissions can be changed |
| HR Executive | 0 | Permissions can be changed |
| Deal Manager | 0 | Permissions can be changed |
| Purchase Department | 0 | Permissions can be changed |
Permission Management
Permissions are assigned based on roles to define what users can view, create, edit, or delete within CRM LEAF. The App Administrator role has full access, and its permissions cannot be altered.
Quick Actions – Roles and Permissions
| Action | How To |
| View Roles | Navigate to Settings > Roles and Permissions to see all roles and their members. |
| Add New Role | Click Add Role to create a custom role with specific permissions. |
| Assign Members | Assign users to roles to grant appropriate access levels. |
| Modify Permissions | Edit permissions for custom roles to control access rights. |
FAQ – Roles and Permissions
Q: Can Admin permissions be changed?
A: No, the App Administrator role permissions are fixed and cannot be modified.
Q: How do I assign a user to a role?
A: Users can be assigned to roles from the User Management or Roles and Permissions section.
Q: Can I create custom roles?
A: Yes, new roles can be created with tailored permissions to fit organizational needs.