Employee Roles & Permissions | Confidence CRM

The Employee Roles and Permissions page is used to manage a user’s access level to the CRM system functionality. It defines which sections an employee can view, create, edit, or delete.

1. General Information

At the top of the page, the employee's activity status is displayed:
  • Last Active — shows when the user was last active in the system (e.g., 5 months ago).
Tabs are also available:
  • Profile — employee profile;
  • Permissions — individual permissions;
  • Role — employee role with a predefined set of rights.

2. Employee Role

Role is a set of pre-configured permissions automatically applied to the employee.
Advantages of using roles:
  • quick assignment of access rights;
  • a unified standard of access for employee groups;
  • reduced risk of errors in security settings.
⚠️ If an employee is assigned a role, some permissions may be unavailable for manual editing.

3. Individual Permissions

The Permissions section allows manual management of an employee’s access to specific CRM modules.

Permission Format

Each module has a set of possible actions:
  • View
    • View Own — access only to own records;
    • View Global — access to all records in the system.
  • Create — creating new records.
  • Edit — making changes to existing records.
  • Delete — complete deletion of records.

4. List of Modules and Capabilities

Contracts

  • View Own
  • View Global
  • Create
  • Edit
  • Delete
  • View All Templates

Credit Notes

  • View Own
  • View Global
  • Create / Edit / Delete

Customers

  • View Own
  • View Global
  • Create / Edit / Delete

Email Templates

  • View Global
  • Edit

Estimates

  • View Own
  • View Global
  • Create / Edit / Delete

Expenses

  • View Own
  • View Global
  • Create / Edit / Delete

Invoices

  • View Own
  • View Global
  • Create / Edit / Delete

Items

  • View Global
  • Create / Edit / Delete

Knowledge Base

  • View Global
  • Create / Edit / Delete

Payments

  • View Own
  • View Global
  • Create / Edit / Delete

Projects

  • View Own
  • View Global
  • Create / Edit / Delete
  • Create Timesheets
  • Edit Milestones
  • Delete Milestones

Proposals

  • View Own
  • View Global
  • Create / Edit / Delete
  • View All Templates

Reports

  • View Global
  • View Timesheets Report

Staff Roles

  • View Global
  • Create / Edit / Delete

Settings

  • View Global
  • Edit

Staff

  • View Global
  • Create / Edit / Delete

Subscriptions

  • View Own
  • View Global
  • Create / Edit / Delete

Tasks

  • View Own
  • View Global
  • Create / Edit / Delete
  • Edit Timesheets Global / Edit Own Timesheets
  • Delete Timesheets Global / Delete Own Timesheets

Task Checklist Templates

  • Create
  • Delete

Estimate Request

  • View Own
  • View Global
  • Create / Edit / Delete

Leads

  • View Global
  • Delete

Goals

  • View Global
  • Create / Edit / Delete

Mailer

  • View Global
  • Create / Edit / Delete

Chat Module

  • Grant Access

Surveys

  • View Global
  • Create / Edit / Delete

5. Page Purpose

The Employee Roles and Permissions page is used to:
  • control access to CRM data;
  • ensure information security;
  • separate responsibilities among employees;
  • quickly set access rights via roles or manually.
Correct permission configuration is critical for stable and secure system operation.

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