Roles define what each team member can see and do inside the CRM.

🔹 Common Role Types #

• Admin – Full access to all features
• Manager – Access to team data and reports
• Staff/User – Limited access based on tasks

🔹 Permissions Control #

You can control access to:

• Leads
• Customers
• Projects
• Finance
• Reports

💡 Tip: Give only necessary access to maintain data security.