Roles

These are the recommended authorizations and restrictions set on certain functions of the different modules. This can be applied per user or per team.

CRM ASSIGNATION	Immigration Consultant Manager SALES MANAGER	Immigration Sales Consultant SALES PERSON
App Integrations	Read	Read
Campaigns	Read	Read
Companies	Read, Create, Update, Delete	Read, Create, Update, Delete
Customers	Read, Create, Update, Delete	Read, Create, Update, Delete
Custom Fields	Read, Create, Update, Delete	Read, Create, Update, Delete
Custom Reports	Read, Create, Update, Delete	Read, Create, Update, Delete
Deals	Read, Create, Update, Delete	Read, Create, Update, Delete
Departments	Read, Create, Update, Delete	Read
Email Senders	No Access	No Access
Email Templates	Read, Create, Update	Read
Forms	Read, Create, Update	No Access
Form Submissions	Read	Read
Leads	Read, Create, Update, Delete	Read, Create, Update, Delete
Lead / Score Catetgory	Read, Create, Update	Read
Lead Scoring	Read, Save	Read
Logs	Read Emails	No Access
Mailboox	Manage	Manage
Media Library	Read, Create, Update, Delete	Read, Create, Update, Delete
Predefined Reports	Read	Read
Prospects	Read, Create, Update, Delete	Read, Create, Update, Delete
Recycle Bin	View, Restore	Read
Roles	No Access	No Access
SETTINGS AUTHENTICATION	No Access	No Access
SETTINGS BILLING	No Access	No Access
SETTINGS CLIENTS	Read, Update	No Access
SETTINGS COUNTRIES	Read, Update	No Access
SETTINGS PIPELINES	Read, Create, Update, Delete	Read, Create, Update, Delete
SETTINGS PSPS	No Access	No Access
SETTINGS/ SALES INTELLIGENCE	Read, Update	Read, Update
SYSTEM EMAIL TEMPLATES	No Access	No Access
USERS	Read	No Access
VENDORS	Read, Create, Update, Delete	Read, Create, Update, Delete
WORKFLOWS	Read	No Access

CRM ASSIGNATION	Finance Manager Manager
App Integrations	No Access
Campaigns	No Access
Companies	Read
Customers	Read
Custom Fields	Read
Custom Reports	Read, Create, Update, Delete
Deals	Read
Departments	Read
Email Senders	No Access
Email Templates	Read, Create, Update
Forms	No Access
Form Submissions	Read
Leads	Read
Lead / Score Catetgory	No Access
Lead Scoring	No Access
Logs	No Access
Mailboox	Manage
Media Library	No Access
Predefined Reports	Read
Prospects	Read, Create, Update, Delete
Recycle Bin	No Access
Roles	No Access
SETTINGS AUTHENTICATION	No Access
SETTINGS BILLING	Manage
SETTINGS CLIENTS	No Access
SETTINGS COUNTRIES	No Access
SETTINGS PIPELINES	Read
SETTINGS PSPS	Read, Update
SETTINGS/ SALES INTELLIGENCE	Read
SYSTEM EMAIL TEMPLATES	No Access
USERS	Read
VENDORS	Read
WORKFLOWS	No Access

CRM ASSIGNATION	Back Office Manager	Back Office Administrator
App Integrations	No Access	No Access
Campaigns	No Access	No Access
Companies	Read	Read
Customers	Read, Update	Read, Update
Custom Fields	Read	Read
Custom Reports	Read, Create, Update, Delete	No Access
Deals	No Access	No Access
Departments	Read	No Access
Email Senders	No Access	No Access
Email Templates	Read, Create, Update	No Access
Forms	No Access	No Access
Form Submissions	Read	Read
Leads	No Access	No Access
Lead / Score Catetgory	No Access	No Access
Lead Scoring	No Access	No Access
Logs	Read Emails	No Access
Mailboox	Manage	Manage
Media Library	Read, Create, Update, Delete	Read, Create, Delete
Predefined Reports	No Access	No Access
Prospects	No Access	No Access
Recycle Bin	Read, Restore	No Access
Roles	No Access	No Access
SETTINGS AUTHENTICATION	No Access	No Access
SETTINGS BILLING	No Access	No Access
SETTINGS CLIENTS	No Access	No Access
SETTINGS COUNTRIES	No Access	No Access
SETTINGS PIPELINES	No Access	No Access
SETTINGS PSPS	No Access	No Access
SETTINGS/ SALES INTELLIGENCE	Read	Read
SYSTEM EMAIL TEMPLATES	No Access	No Access
USERS	Read	No Access
VENDORS	Read	No Access
WORKFLOWS	No Access	No Access

CRM ASSIGNATION	Legal Manager Manager	Legal Assistant Normal
App Integrations	No Access	No Access
Campaigns	No Access	No Access
Companies	Read	Read
Customers	Read, Update	Read, Update
Custom Fields	No Access	No Access
Custom Reports	Read, Create, Update	No Access
Deals	No Access	No Access
Departments	Read	No Access
Email Senders	No Access	No Access
Email Templates	Read, Create, Update	No Access
Forms	No Access	No Access
Form Submissions	Read	Read
Leads	Read, Update	Read, Update
Lead / Score Catetgory	Read, Create, Update, Delete	Read, Update
Lead Scoring	Read, Save	Read
Logs	Read Emails	Read Emails
Mailboox	Manage	Manage
Media Library	Read	Read
Predefined Reports	No Access	No Access
Prospects	Read, Update	Read, Update
Recycle Bin	View	No Access
Roles	No Access	No Access
SETTINGS AUTHENTICATION	No Access	No Access
SETTINGS BILLING	No Access	No Access
SETTINGS CLIENTS	No Access	No Access
SETTINGS COUNTRIES	Read, Update	Read, Update
SETTINGS PIPELINES	No Access	No Access
SETTINGS PSPS	No Access	No Access
SETTINGS/ SALES INTELLIGENCE	Read	Read
SYSTEM EMAIL TEMPLATES	No Access	No Access
USERS	No Access	No Access
VENDORS	Read, Update/td>	Read, Update
WORKFLOWS	No Access	No Access

CRM ASSIGNATION	CEO Administrator	IT / Information Security Head Administrator
App Integrations	Read, Create, Update, Delete	Read, Create, Update, Delete
Campaigns	Read, Create, Update, Delete	Read, Create, Update, Delete
Companies	Read, Create, Update, Delete	Read, Create, Update, Delete
Customers	Read, Create, Update, Delete	Read, Create, Update, Delete
Custom Fields	Read, Create, Update, Delete	Read, Create, Update, Delete
Custom Reports	Read, Create, Update, Delete	Read, Create, Update, Delete
Deals	Read, Create, Update, Delete	Read, Create, Update, Delete
Departments	Read, Create, Update, Delete	Read, Create, Update, Delete
Email Senders	Manage	Manage
Email Templates	Read, Create, Update, Delete	Read, Create, Update, Delete
Forms	Read, Create, Update, Delete, Share, Submit	Read, Create, Update, Delete, Share, Submit
Form Submissions	Read	Read
Leads	Read, Create, Update, Delete	Read, Create, Update, Delete
Lead / Score Catetgory	Read, Create, Update, Delete	Read, Create, Update, Delete
Lead Scoring	Read, Save	Read, Save
Logs	Read All	Read All
Mailboox	Manage	Manage
Media Library	Read, Create, Update, Delete	Read, Create, Update, Delete
Predefined Reports	Read, Create, Update, Delete	Read, Create, Update, Delete
Prospects	Read, Create, Update, Delete	Read, Create, Update, Delete
Recycle Bin	Read, Restore	Read, Restore
Roles	Read, Create, Update, Delete	Read, Create, Update, Delete
SETTINGS AUTHENTICATION	Read, Update	Read, Update
SETTINGS BILLING	–	–
SETTINGS CLIENTS	Read, Update	Read, Update
SETTINGS COUNTRIES	Read, Update	Read, Update
SETTINGS PIPELINES	Read, Create, Update, Delete	Read, Create, Update, Delete
SETTINGS PSPS	Read, Update	Read, Update
SETTINGS/ SALES INTELLIGENCE	Read, Update	Read, Update
SYSTEM EMAIL TEMPLATES	Manage	Manage
USERS	Read, Create, Update, Delete	Read, Create, Update, Delete
VENDORS	Read, Create, Update, Delete	Read, Create, Update, Delete
WORKFLOWS	Read, Create, Update, Delete	Read, Create, Update, Delete

CRM ASSIGNATION	Marketing Executive Normal
App Integrations	Read
Campaigns	Read, Create, Update, Delete
Companies	Read
Customers	Read
Custom Fields	Read
Custom Reports	Read, Create, Update, Delete
Deals	Read
Departments	Read
Email Senders	Manage
Email Templates	Read, Create, Update, Delete
Forms	Read, Create, Update, Delete, Share, Submit
Form Submissions	Read
Leads	Read
Lead / Score Catetgory	Read
Lead Scoring	Read
Logs	Read Email
Mailboox	Manage
Media Library	Read, Create, Update, Delete
Predefined Reports	Read, Create, Update, Delete
Prospects	Read
Recycle Bin	Read, Restore
Roles	No Access
SETTINGS AUTHENTICATION	No Access
SETTINGS BILLING	No Access
SETTINGS CLIENTS	No Access
SETTINGS COUNTRIES	No Access
SETTINGS PIPELINES	No Access
SETTINGS PSPS	No Access
SETTINGS/ SALES INTELLIGENCE	Read
SYSTEM EMAIL TEMPLATES	No Access
USERS	No Access
VENDORS	Read
WORKFLOWS	Read

SALES MANAGER

SALES PERSON

Manager

Manager

Normal

Administrator

Administrator

Normal