Permissions table

When creating or editing a custom role, you'll be presented with a permissions table. This table is organized by modules (or sections) of the CRM/ERP application, and each module has several permissions associated with it. The permissions table allows you to granularly control what users can do within each module.

The permissions table has the following columns:

1. Module: This column lists the various modules or sections of the application, such as Leads, Clients, Finance, and so on.

2. Add: This column determines whether users with the current role can create new records or entities within the corresponding module.

3. View: This column determines whether users with the current role can view the records or entities within the corresponding module.

4. Update: This column determines whether users with the current role can edit or update the records or entities within the corresponding module.

5. Delete: This column determines whether users with the current role can delete the records or entities within the corresponding module.

To set the permissions for a custom role:

1. Locate the module you want to configure in the "Module" column.

2. For each permission (Add, View, Update, Delete), select the appropriate checkbox to grant or revoke that permission.

   • Checked = Granted

   • Unchecked = Revoked

3. Repeat steps 1-2 for each module to configure the permissions as needed.

4. Once you've finished setting the permissions, save the custom role.

It's important to carefully consider the permissions you grant to each role, as this will directly impact what users can do within the application. Granting excessive permissions can compromise security, while overly restrictive permissions can hinder productivity.

We recommend following the principle of least privilege, where you assign the minimum permissions required for users to perform their job functions. Additionally, regularly review and audit the permissions assigned to each role to ensure they remain appropriate.