Permission Controls
Manage user roles, access levels, and system privileges
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
Admins have full control to create, update, or delete user roles and adjust security settings across all modules for consistent governance
Data Visibility Rules
Customize what each user type can see—limit access to sensitive leads, clients, or reports while ensuring operational transparency where needed
Activity Permissions
Define what actions each role can perform, such as creating records, updating client data, or approving requests, ensuring security and accountability.
