Permissions
CRM permissions control access to all module features: Permission Description crm.dashboard.view View the CRM dashboard crm.records.view_all View CRM records assigned to every sale...
Sales and customer teams
Updated September 1, 2026
CRM permissions control access to all module features:
| Permission | Description |
|---|---|
crm.dashboard.view |
View the CRM dashboard |
crm.records.view_all |
View CRM records assigned to every salesperson and the unassigned queue |
crm.assignments.manage |
Assign and reassign active CRM records |
crm.leads.view |
View assigned leads |
crm.leads.create |
Create leads; the creator becomes the owner unless a manager reassigns |
crm.leads.edit |
Update or disqualify assigned leads |
crm.leads.qualify |
Qualify a lead and create its customer/deal outcome |
crm.customers.view |
View customers |
crm.customers.create |
Create customers |
crm.customers.edit |
Edit customers, merge, bulk update |
crm.customers.delete |
Archive eligible customers after active workflow checks pass |
crm.deals.view |
View deals and kanban |
crm.deals.create |
Create deals |
crm.deals.edit |
Edit deals, move stages, mark won/lost |
crm.deals.delete |
Delete deals |
crm.activities.view |
View activities and calendar |
crm.activities.create |
Create and complete activities |
crm.interactions.view |
View interaction timeline |
crm.interactions.create |
Log interactions |
crm.quotes.view |
View quotes |
crm.quotes.create |
Create quotes |
crm.quotes.edit |
Edit and update quote status |
crm.quotes.send |
Review, send, and resend estimates |
crm.quotes.convert |
Convert accepted estimates to proformas or draft invoices |
crm.proformas.view |
View proformas |
crm.proformas.create |
Create proforma drafts |
crm.proformas.edit |
Edit drafts and create proforma revisions |
crm.proformas.send |
Review, send, and resend proformas |
crm.proformas.convert |
Convert accepted proformas to draft invoices |
crm.invoices.view |
View CRM invoices |
crm.invoices.create |
Create invoices, convert deals or quotes to invoices, and record standalone CRM invoice payments |
crm.invoices.edit |
Update CRM invoice status, retry dual-mirror sync, and delete draft invoices |
crm.contracts.view |
View contracts |
crm.contracts.create |
Create contracts |
crm.contracts.edit |
Edit contracts, apply allowed lifecycle transitions, add notes, and delete draft contracts |
crm.conversations.view |
View conversations |
crm.conversations.reply |
Start conversations, reply to integrated threads, and log manual interactions |
crm.conversations.assign |
Assign conversations |
crm.channels.manage |
Manage CRM channel accounts |
crm.sequences.view |
View sequences |
crm.sequences.manage |
Create and manage sequences |
crm.sequences.enroll |
Enroll customers in sequences |
crm.automations.view |
View automations |
crm.automations.manage |
Create and manage automations |
crm.goals.manage |
Manage sales goals |
crm.territories.view |
View territories |
crm.territories.manage |
Create and manage territories |
crm.portal.manage |
Manage customer portal |
crm.reports.view |
Access all CRM reports |
crm.settings.manage |
Manage CRM settings, pipelines, scoring, invoice sync, email templates, and document settings |
crm.tags.manage |
Manage CRM tags |
crm.web_forms.view |
View CRM web forms |
crm.web_forms.manage |
Create and manage CRM web forms |
23.1 Why a User Cannot See a Record or Action
Check these conditions in order:
- Module and feature — CRM and the relevant feature, such as estimates or conversations, must be enabled.
- Permission — The user's role needs the action permission shown above.
- Ownership — A sales representative can access only records currently assigned to them.
- Document state — Issued or converted documents may be immutable even when the user can view them.
- Customer state — Archived customers remain readable through history but block new operational work.
Changing a UUID in the address bar never grants access. A record owned by another salesperson returns a not-found response to avoid revealing its existence.