Permissions
CRM permissions control access to all module features: Permission Description crm.dashboard.view View the CRM dashboard crm.customers.view View customers crm.customers.create Creat...
CRM permissions control access to all module features:
| Permission | Description |
|---|---|
crm.dashboard.view |
View the CRM dashboard |
crm.customers.view |
View customers |
crm.customers.create |
Create customers |
crm.customers.edit |
Edit customers, merge, bulk update |
crm.customers.delete |
Delete customers |
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.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 |