Roles & Permissions
Manage your roles & permissions settings
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Permissions —
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| Module | Add | View | Edit / Update | Delete | More |
|---|---|---|---|---|---|
| CRM | |||||
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Leads
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— | — | — | — | — |
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Clients
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— | — | — | — | — |
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KYC
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Proposals
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Contracts
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| Finance | |||||
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Estimates
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— | — | — | — | — |
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Invoices
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— | — | — | — | — |
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Payments
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Credit Notes
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Collections
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Expenses
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| Operations | |||||
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Projects
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Tasks
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Meetings
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Timesheets
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— | — | — | — | — |
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File Requests
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— | — | — | — | — |
| HR | |||||
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Employees
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Leaves
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Payroll
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Attendance
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Holidays
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— | — | — | — | — |
| Analytics | |||||
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KPI
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— | — | — | — | — |
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Commission
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— | — | — | — | — |
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Reports
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— | — | — | — | — |
| Extended | |||||
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Agents
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— | — | — | — | — |
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Loyalty
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Gov. Vendors
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Subcontractors
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— | — | — | — | — |
| Compliance | |||||
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AML Desk
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— | — | — | — | — |
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Audit Flow
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— | — | — | — | — |
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Compliance Hub
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— | — | — | — | — |
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VAT Track
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— | — | — | — | — |
|
CT Command
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— | — | — | — | — |
| Advanced | |||||
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OCR Scanner
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— | — | — | — | — |
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Wallet & Cards
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— | — | — | — | — |
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Banner Campaigns
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— | — | — | — | — |
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AI Assistant
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— | — | — | — | — |
| Integrations | |||||
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Lead Integrations
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— | — | — | — | — |
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Accounting Integrations
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— | — | — | — | — |
| Productivity | |||||
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Chat
|
— | — | — | — | — |
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Calendar
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— | — | — | — | — |
| Settings | |||||
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Settings
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— | — | — | — | — |