Module-Level Permissions
1.1 Module-Level Permissions
Below that you will see:
Module
Access
Create
Read
Update
Delete
Sale’s Modules include:
- Leads
- Deals
- Quotations
- Contacts
- Calls
- Meetings
- Visits
- Integrations
- Reports
- Settings – Users & Roles
Understanding Permission Columns
2.1 Access
If OFF → Module not visible
If ON → Module visible
2.2 Create
Can create new record
2.3 Read
Can view record
2.4 Update
Can edit record
2.5 Delete
Can delete record
Understanding Permission Levels
3.1 Permission Level Options (Per Module)
In each module, permissions are divided into:
Action — Options Available
Create — Yes / No
Read — All / Own / No
Update — All / Own / No
Delete — All / Own / No
This gives very powerful control.
What “All / Own / No” Means
4.1 ALL
Users can access all records in that module.
He can see:
- All leads
- All deals
- All branches data (if branch access given)
4.2 OWN
User can access only:
- Records created by them
OR - Records assigned to them
He can see:
- Only his assigned leads
- Only his deals
- Not other sales team data
This is ideal for:
- Field sales team
- Junior executives
- Telecallers
4.3 NO
User cannot:
- View
- Edit
- Access that section or that activity
Module will either:
- Be hidden
OR - Be disabled
