User Roles and Permissions

Last updated:

Roles & Permissions

Navigate to Settings → Roles to create custom roles. Each role defines what modules and actions a user can access.

Default Roles

  • Admin — Full system access
  • Manager — Module access plus team management
  • User — Standard module access

Custom Roles

Create roles like "Sales Rep" or "Support Agent" with specific permissions for CRM, Helpdesk, or other modules.