European CRM · 4softcrm
Roles and permissions — every rep sees exactly what they should, nothing more
Define roles with permissions per module and action — who can view, create or edit deals, quotes or contacts. Each user gets the right role, and actions are kept in the audit log.
Everyone sees only what they need
Configurable roles
Create roles and give them the permissions they need, module by module.
Action-level permissions
Separate read from write: a role can view quotes without being able to edit them.
External collaborators
Invite collaborators from outside the company with limited, invitation-based access.
Audit log
Important changes stay recorded, with the user and the time.
A CRM used by the whole company needs clear rules. Roles decide what each person sees and can change, and the audit log shows who made a change.
Frequently asked questions about roles and permissions
Yes. Permissions are granted separately for read and write on each module.
Control who sees what in the CRM
Define your team's roles and invite the users.