Roles and permissions matrix
Who can do what in CRM, task by task.
Who can do what in CRM. A Tenant Administrator counts as a CRM Administrator. Someone with no CRM role can do nothing: every page shows a load error.
| Task | CRM User | CRM Administrator |
|---|---|---|
| Read companies and contacts | Yes | Yes |
| Create and edit companies and contacts | Yes | Yes |
| Import companies from a file | Yes | Yes |
| Archive and restore a company, archive a contact | Yes | Yes |
| Find duplicates and merge | No | Yes |
| Log an activity | Yes | Yes |
| Edit an activity | Own entries only | Own entries only |
| Delete an activity | Own entries only | Any entry |
| Open, move and set the outcome of a deal | Yes | Yes |
| Take a deal out of the forecast, put it back | No | Yes |
| Read the Pipeline board | Yes | Yes (plus the set-up link) |
| Leads and lead conversion | Yes | Yes |
| Quotes, orders and subscriptions | Yes | Yes |
| Tick or untick any task | Yes | Yes |
| Edit a task | Created by or assigned to you | Any task |
| Delete a task | Created by you | Any task |
| Management: custom fields, consent, processes, lead sources, catalogue, commercial settings, document numbers | No | Yes |
| Erase a person | No | Handled by Juvaro on request |
Roles are explained in Your role in CRM and granted as described in Giving people access.