Permission Groups

Purpose: This guide covers the setup and management of Permission Groups in Agent CRM, allowing you to control team member access to key areas and features. With Permission Groups, you can customize viewing, editing, and deleting rights based on roles, making it easy to manage user permissions and tailor access across your team

TABLE OF CONTENTS

Permissions Overview
Add Permission Groups
Edit Permission Groups
Duplicate Permission Groups
Delete Permission Groups

Permissions Overview

Permission Groups allow you to create a set of permissions based on a Team Member's role and information they need access to in Agent CRM. Permission Groups can be assigned to multiple team members. Additionally, a team member can have multiple Permission Groups Assigned to them.

Permission Areas are the various sections of Agent CRM. You can control how much access Team Members have to the permission area. There are 4 types of access:

None - user will not able to view this section

View - user will be able to see the information in this section of Agent CRM. They will not be able to make changes to this section

Create/Edit - user will be able to add new information and/or edit existing information. They will not be able to delete information

Delete/All - user will be able to delete this information in this section of Agent CRM

Hint: Hover over the help icon to view more information on the permission

Example: Sales Permission Groups

Business Development Representative - View Dashlets, View All Contacts, Create/Edit My Associated Contacts

Account Executive - Create/Edit Dashlets, View All Contacts, Create/Edit My Associated Contacts, Delete/All My Associated Contacts

Sales Manager - Delete/All Dashboard Administration, Delete/All Dashlets, Delete/All All Contacts

Add Permission Groups

1. Navigate to Settings tab from the main toolbar

2. Click Team, Roles, & Permissions tab from the top menu

3. Click Add Permission Group

4. Name Your Group

5. Update the applicable Permission Area(s)

6. Click Save

This permission group can now be assigned to your Team Members.

Edit Permission Groups

1. Navigate to Settings tab from the main toolbar

2. Click Team, Roles, & Permissions tab from the top menu

3. Under Permission Groups, find the Group you would like to edit and click "..." icon under the Actions column

4. Click Edit

5. Make the necessary edits

6. Click Save

Hint: Admin Permission group is default and cannot be edited

Duplicate Permission Groups

1. Navigate to Settings tab from the main toolbar

2. Click Team, Roles, & Permissions tab from the top menu

3. Under Permission Groups, find the Group you would like to duplicate and click "..." icon under the Actions column

4. Click Duplicate

5. This will create a new group with the same title and (copy #). To make changes to the name or permissions, follow the steps to Edit Permission Groups.

Delete Permission Groups

1. Navigate to Settings tab from the main toolbar

2. Click Team, Roles, & Permissions tab from the top menu

3. Under Permission Groups, find the Group you would like to delete and click "..." icon under the Actions column

4. Click Delete

5. Click Confirm Delete. This will permanently delete the Permission Group

Hint: To allow users to integrate their inbox or send emails to contacts, ensure they have the 'Single Send' permission on the contacts object