CRM permissions
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CRM uses the roles you already set for your team. There are three CRM rows in the role editor, so you can give a salesperson their own deals, a sales manager the whole team, and keep pipeline and automation settings with whoever runs the process.
Give a role access to CRM#
- Open SettingsPeople & permissionsRoles.
- Edit the role you want to change.
- In the permission table, find the CRM group.
- Tick the rights for each of the three rows below.
- Save the role.
Store owners always have full access. New custom roles start with no CRM access. See Team and permissions.
The three CRM rows#
| Row | View | Create | Edit | Delete |
|---|---|---|---|---|
| CRM: own deals and activities | Open CRM and see your own deals and activities. | Add deals and activities. | Change your own deals and activities. | Delete your own deals and activities. |
| CRM: team records | See everyone's deals, activities and team analytics. | Not used. | Reassign deals and change other people's records. | Delete other people's records. |
| CRM: settings | See pipelines, fields, automations, forms and targets. | Add them. | Change them. | Delete them. |
Typical setups#
| Person | CRM: own deals and activities | CRM: team records | CRM: settings |
|---|---|---|---|
| Salesperson | View, Create, Edit | None | None |
| Sales manager | All | View, Edit | View |
| Sales lead who runs the process | All | All | All |
| Accountant | View | View | None |
Your own deals#
A deal is yours when you are its owner or its assignee. Without CRM team view, you only see those deals, their activities and your own numbers, on the web and on your phone.
Payments and quotes#
Creating a quote or sending a payment link needs the Edit right on the deal and the Create right for Orders, because it creates a draft order and then an order. Recording a bank or cash payment needs the Edit right for Orders or Finance.