Role-Based Permission Controls
Allows organizations to control access across teams, franchisees, and administrators without relying on manual oversight.
User Roles & Access Levels
Each role defines specific permissions and access controls across the system. Manage who can view, edit, or assign data easily with flexible role-based permissions.
Admin Privileges
Administrators maintain centralized authority to create, modify, or remove user roles and configure security settings across all CRM modules ensuring consistent governance and system integrity.
Data Visibility Rules
Control data exposure with precision. Restrict access to sensitive leads, client records, financial data, or reports while maintaining operational transparency where required.
Activity & Action Permissions
Define exactly what actions each role can perform such as creating records, updating data, approving requests, or managing users ensuring accountability and minimizing risk.
