Roles & Permissions
Manage your roles & permissions settings
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Permissions —
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| Module | Add | View | Edit / Update | Delete | More |
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| CRM | |||||
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Leads
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Leads — detailed permissions
42 in this module
Assignable Users (pickers)
View Lead Sources
Add Lead Sources
Edit Lead Sources
Delete Lead Sources
View Lead Category
Add Lead Category
Edit Lead Category
Delete Lead Category
Manage Lead Labels
Add Lead Note
View Lead Note
Edit Lead Note
Delete Lead Note
View Lead Files
Add Lead Files
Delete Lead Files
View Lead Follow-up
Add Lead Follow-up
Edit Lead Follow-up
Delete Lead Follow-up
Convert Lead
Assign Lead
Add Lead Contact
Edit Lead Contact
Delete Lead Contact
Manage Lead Meetings & Events
Manage Lead Reminders
Manage Lead To-dos
Change Lead Status
Send Email to a Lead
Send WhatsApp to a Lead
Import Leads
Bulk Actions on Leads
View Tele Call Queue
Log a Tele Call
Bulk Update from Tele Call Queue
Export Tele Call Queue
View Tele Call Dashboard
View Leads Dashboard
View Conversion Dashboard
Manage Conversion Settings
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Clients
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Clients — detailed permissions
15 in this module
Manage Client Category
Manage Client Subcategory
Add Client Contacts
View Client Contacts
Edit Client Contacts
Delete Client Contacts
Add Client Note
View Client Note
Edit Client Note
Delete Client Note
Add Client Document
View Client Document
Edit Client Document
Delete Client Document
Manage Client File Requests
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KYC
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KYC — detailed permissions
5 in this module
Approve KYC
Reject KYC
View KYC Files
Add KYC Documents
Delete KYC Documents
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Proposals
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Proposals — detailed permissions
2 in this module
Send Proposal
Manage Proposal Templates
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Contracts
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Contracts — detailed permissions
9 in this module
Renew Contract
Add Contract Discussion
View Contract Discussion
Edit Contract Discussion
Delete Contract Discussion
Add Contract Files
View Contract Files
Delete Contract Files
Manage Contract Templates
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| Finance | |||||
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Estimates
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Estimates — detailed permissions
3 in this module
Send Estimate
Convert to Invoice
Manage Estimate Templates
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Invoices
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Invoices — detailed permissions
4 in this module
Send Invoice
Record Payment
Manage Tax
Apply Credit Note
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Payments
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Payments — detailed permissions
1 in this module
View Payment Reports
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Credit Notes
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Credit Notes — detailed permissions
1 in this module
Apply to Invoice
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Collections
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Collections — detailed permissions
2 in this module
Approve Collection
Manage Statuses
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Expenses
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Expenses — detailed permissions
3 in this module
Manage Expense Categories
Approve Expenses
Link Bank Account
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| Operations | |||||
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Projects
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Projects — detailed permissions
33 in this module
Manage Project Categories
View Project Files
Add Project Files
Delete Project Files
View Project Discussions
Add Project Discussions
Edit Project Discussions
Delete Project Discussions
View Milestones
Add Milestones
Edit Milestones
Delete Milestones
View Project Members
Add Project Members
Edit Project Members
Remove Project Members
View Project Rating
Add Project Note
View Project Note
Edit Project Note
Delete Project Note
View Project Budget
View Project Timelogs
View Project Expenses
View Project Tasks
View Project Invoices
View Project Payments
View Project Follow-ups
Add Project Follow-up
Edit Project Follow-up
Delete Project Follow-up
Manage Project File Requests
Manage Project Templates
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Tasks
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Tasks — detailed permissions
30 in this module
View Task Category
Add Task Category
Edit Task Category
Delete Task Category
View Task Files
Add Task Files
Delete Task Files
View Sub-tasks
Add Sub-tasks
Edit Sub-tasks
Delete Sub-tasks
View Task Comments
Add Task Comments
Edit Task Comments
Delete Task Comments
View Task Notes
Add Task Notes
Edit Task Notes
Delete Task Notes
Manage Task Labels
Change Task Status
View Unassigned Tasks
Create Unassigned Tasks
View Upcoming/Locked Tasks
Manage Task Flow (unlock/override)
View Task Follow-ups
Add Task Follow-up
Edit Task Follow-up
Delete Task Follow-up
Manage Task File Requests
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Meetings
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Meetings — detailed permissions
2 in this module
Manage Participants
Start Meeting
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Timesheets
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Timesheets — detailed permissions
2 in this module
Manage All Timesheets
View Timesheet Reports
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File Requests
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File Requests — detailed permissions
3 in this module
Resend File Request
Download Uploaded Files
Bulk Send File Requests
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Tickets
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Tickets — detailed permissions
2 in this module
Merge Tickets
Manage Templates, Labels & Mailboxes
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Notice Board
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| HR | |||||
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Employees
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Employees — detailed permissions
29 in this module
Add Designation
View Designation
Edit Designation
Delete Designation
Add Department
View Department
Edit Department
Delete Department
Add Employee Documents
View Employee Documents
Edit Employee Documents
Delete Employee Documents
View Leaves Taken
Update Leave Quota
View Employee Tasks
View Employee Projects
View Employee Timelogs
Change Employee Role
Manage Emergency Contact
Manage Awards
Add Appreciation
View Appreciation
Edit Appreciation
Delete Appreciation
View Increment & Promotion
Manage Increment & Promotion
View Gratuity
Manage Gratuity
Manage Approval Workflows
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Leaves
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Leaves — detailed permissions
4 in this module
Approve / Reject Leave
Delete Approved Leave
Manage Leave Types
Manage Comp-Off Requests
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Payroll
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Payroll — detailed permissions
6 in this module
Run Payroll
Manage Payroll Settings
View Payroll Reports
Manage Salary Components
Export WPS File
Process Gratuity
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Attendance
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Attendance — detailed permissions
5 in this module
Manage Employee Shifts
View Shift Roster
View Attendance Reports
Manage Overtime
Manage Location-Tracking Exclusions
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Holidays
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— | ||||
| Analytics | |||||
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KPI
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KPI — detailed permissions
9 in this module
Manage KPI Categories
Manage KPI Factors
Manage KPI Templates
Manage Review Cycles
View KPI Reports
Acknowledge KPI Score
Calculate KPI Scores
Manage KPI Cycles
Publish KPI Cycle
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Commission
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Commission — detailed permissions
9 in this module
Manage Commission Policies
Approve Commission
Process Commission Payments
Manage Invoice-Agent Links
Commission Settings
View Commission Reports
Create Payout Batch
Approve Payout Batch
Mark Payout Batch Paid
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Reports
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Reports — detailed permissions
32 in this module
View Lead Reports
View Client Reports
View Proposal Reports
View Service Reports
View Finance Reports
View Expense Reports
View Sales Reports
View Income vs Expense Report
View Task Reports
View Project Reports
View Timesheet Reports
View Meeting Reports
View Document Expiry Reports
View Daily Staff Reports
View Attendance Reports
View Leave Reports
View Payroll Reports
View WPS Reports
View KPI Summary Reports
View Commission Reports
View Agent Reports
View Loyalty Reports
View Gov. Vendor Reports
View Subcontractor Reports
View AML Reports
View Audit Reports
View Compliance Reports
View VAT Reports
View Corporate Tax Reports
View OCR Scan Reports
View Wallet & Card Reports
View Banner Campaign Analytics
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| Extended | |||||
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Agents
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Agents — detailed permissions
8 in this module
View Agent Performance
View Agent Documents
Add Agent Documents
Delete Agent Documents
Manage Agent Commissions
Manage Agent Referrals
Manage Agent Payouts
View Agent Reports
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Loyalty
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Loyalty — detailed permissions
6 in this module
Manage Loyalty Cards
Approve Loyalty Points
Manage Loyalty Tiers
Manage Referrals
View Loyalty Reports
Loyalty Program Settings
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Business HUB
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— | — | — | — | |
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Gov. Vendors
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Gov. Vendors — detailed permissions
3 in this module
Manage Fee Schedules
Manage Service Packages
View Fee Payments
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Subcontractors
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Subcontractors — detailed permissions
15 in this module
Add Assignment
View Assignments
Edit Assignment
Delete Assignment
Send Assignment
Add Subcontractor Invoices
View Subcontractor Invoices
Edit Subcontractor Invoices
Delete Subcontractor Invoices
Manage Subcontractor Payments
Manage Subcontractor Disputes
Manage Subcontractor Tiers
Manage Pricing Agreements
Manage Subcontractor Ratings
View Subcontractor Reports
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| Compliance | |||||
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AML Desk
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AML Desk — detailed permissions
5 in this module
Update Risk Ratings
Manage CDD Items
Manage UBO Records
Submit Suspicious Transaction Report (STR)
View AML Reports
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Audit Flow
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Audit Flow — detailed permissions
4 in this module
Update Engagement Status
Manage Audit Checklist
Manage Audit Findings
View Audit Reports
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Compliance Hub
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Compliance Hub — detailed permissions
5 in this module
Manage Compliance Tasks
Mark Deadline Complete
Bulk Create Deadlines
Assign Compliance Deadlines
View Compliance Reports
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VAT Track
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VAT Track — detailed permissions
5 in this module
Update VAT Amounts
Assign VAT Period
Manage VAT Checklist
Bulk Create VAT Periods
View VAT Reports
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CT Command
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CT Command — detailed permissions
4 in this module
Manage CT Registrations
Update CT Amounts
Assign CT Period
View Corporate Tax Reports
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Supplier Verify
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Supplier Verify — detailed permissions
2 in this module
Manage Verification Policy
Download Readiness Report
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VAT IQ
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VAT IQ — detailed permissions
5 in this module
Connect Accounting Software (per customer company)
Generate / Re-pull VAT Return Working Papers
Manage VAT IQ Validation Rules (firm defaults + per-company overrides)
Send a VAT Return to the Customer for Approval
Record a VAT Return as Filed with the FTA (writes back to the VAT period)
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| Advanced | |||||
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OCR Scanner
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OCR Scanner — detailed permissions
19 in this module
Verify Scan Results
Reject Scan Results
Add OCR Extraction Keyword
View OCR Keywords
Edit OCR Keyword
Delete OCR Keyword
View Field Extraction Mappings
Edit Field Extraction Mappings
View OCR Provider Configuration
Edit OCR Provider Configuration
Add OCR API Key
View OCR API Keys
Edit / Rotate OCR API Key
Delete OCR API Key
View OCR Module Settings
Edit OCR Module Settings
Enable / Disable OCR Module
View Scan Audit Log
View OCR Scan Reports
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Wallet & Cards
|
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Wallet & Cards — detailed permissions
33 in this module
Block / Unblock Card
Manage Per-Card Permissions
Add Virtual Card
View Virtual Cards
Edit Virtual Card
Delete / Deactivate Virtual Card
Add Card Expense Category
View Card Expense Categories
Edit Card Expense Category
Delete Card Expense Category
Set Daily / Monthly Spend Limits
Set Per-Transaction Amount Limits
Manage Card Top-ups
Approve Top-up Requests
Manage Card Adjustments
Approve Adjustment Requests
View Card Transactions
View All Employee Card Balances
Generate Card Statement
Reconcile Card Statement
View Reconciliation Reports
Export Transaction Data
Force Release Checkout Lock
View Payment Gateway Configuration
Edit Payment Gateway Configuration
Add Gateway API Key
View Gateway API Keys
Edit / Rotate Gateway API Key
Delete Gateway API Key
View Wallet & Card Settings
Edit Wallet & Card Settings
Enable / Disable Wallet Module
View Wallet & Card Reports
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Banner Campaigns
|
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Banner Campaigns — detailed permissions
21 in this module
Approve Campaign
Publish Campaign
Pause / Resume Campaign
Schedule Campaign Start / End
Archive Campaigns
Duplicate Campaign
Upload Campaign Media Files
Add Banner Template
View Banner Templates
Edit Banner Template
Delete Banner Template
Add A/B Test Variant
View A/B Tests
Edit A/B Test Variant
Delete A/B Test
View Audience Targeting Rules
Edit Audience Targeting Rules
View Banner Analytics
View Click Heatmaps & Engagement
Export Analytics Data
Enable / Disable Banner Module
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AI Assistant
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AI Assistant — detailed permissions
20 in this module
View Own AI Conversation History
Upload Knowledge Base File
View Knowledge Base Files
Edit Knowledge Base File Metadata
Delete Knowledge Base File
View AI Provider Configuration
Edit AI Provider Configuration
Configure AI Models Per Task
Add AI Provider API Key
View AI API Keys
Edit / Rotate AI API Key
Delete AI API Key
Enable / Disable AI for Specific Modules
Set Per-User / Per-Role Token Limits
Configure Content Filtering & Guardrails
View AI Token Usage Statistics
View AI Billing & Cost Breakdown
View AI Usage Audit Log
View AI Global Settings
Edit AI Global Settings
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| Integrations | |||||
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Lead Integrations
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Lead Integrations — detailed permissions
24 in this module
Meta (Facebook) Lead — Connect / Disconnect
Google Lead Form — Connect / Disconnect
LinkedIn Lead — Connect / Disconnect
TikTok Lead — Connect / Disconnect
Snapchat Lead — Connect / Disconnect
Zoho CRM — Connect / Disconnect
Add Integration API Key / Token
View Integration API Keys
Edit / Rotate Integration API Key
Delete Integration API Key
Add Inbound Webhook Endpoint
View Webhook Endpoints
Edit Webhook Endpoint
Delete Webhook Endpoint
View Lead Field Mapping Rules
Edit Lead Field Mapping Rules
Test Integration Connectivity
Configure Automatic Sync Schedules
Bulk Import / Sync Leads Manually
Configure Lead Routing Rules
Enable / Disable Specific Integrations
View Integration Activity Logs
View Sync Errors & Failed Imports
View Integration Performance Reports
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Accounting Integrations
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Accounting Integrations — detailed permissions
19 in this module
QuickBooks — Connect / Disconnect
Xero — Connect / Disconnect
Zoho Books — Connect / Disconnect
Tally Cloud — Connect / Disconnect
Add Accounting API Key / Credential
View Accounting API Keys
Edit / Rotate Accounting API Key
Delete Accounting API Key
View CRM → Chart of Accounts Mappings
Edit CRM → Chart of Accounts Mappings
View Chart of Accounts
Edit Chart of Accounts Mapping
Configure Tax Code Mappings
Configure Which Entities Get Synced
Enable / Disable Sync Per Entity Type
Trigger Manual Data Sync
View Sync Activity Logs
View Sync Errors & Failed Records
View Integration Performance Reports
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| Productivity | |||||
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Chat
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Chat — detailed permissions
15 in this module
Create Chat Group / Channel
View Chat Groups
Edit Chat Group (rename, settings)
Delete Chat Group / Channel
Mute Members in Group Chats
Remove Members from Group Chats
Send Company-wide Announcements
Pin Important Messages
Delete Other Users' Messages
Upload Files in Chat
Export Message Logs
View Chat Notification Settings
Edit Chat Notification Settings
View Chat Usage Analytics
Enable / Disable Chat Module
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Calendar
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Calendar — detailed permissions
19 in this module
Invite External Guests to Events
Create / Modify Recurring Event Rules
Configure Event Reminder Notifications
Create / Manage Company-wide Public Events
View Team Calendar
View Other Team Members' Calendars
View Working Hours & Availability
Configure Working Hours & Availability
Add Bookable Resource (Room / Equipment)
View Bookable Resources
Edit Bookable Resource
Delete Bookable Resource
Book Meeting Rooms & Shared Equipment
Sync with Google Calendar
Sync with Outlook / Apple / Other
Export Events to iCal / CSV
View Calendar Module Settings
Edit Calendar Module Settings
Enable / Disable Calendar Module
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| Settings | |||||
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Settings
|
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Settings — detailed permissions
22 in this module
Manage Roles & Permissions
Manage Company Settings
Manage Email Templates
Manage Custom Fields
Manage Modules
Manage Payment Gateways
Manage Currency
Manage Finance Settings
Manage Lead Settings
Manage Project Settings
Manage HR Settings
Manage Notification Settings
Manage Chat Settings
Manage OCR Settings
Manage Card & Wallet Settings
Manage Banner Settings
Manage AI Provider Settings
Manage WPS Settings
Manage Integrations
Manage Lead Integration Settings
Manage Security Settings
Manage Dropdown Lists (Statuses, Cycles, Types)
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| Advanced | |||||
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Custom Filters
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— | — | — | ||
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Custom Filters — detailed permissions
2 in this module
Save custom filters
Clear / reset saved filters
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| Integrations | |||||
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Email Providers
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Email Providers — detailed permissions
3 in this module
Activate / deactivate a provider
Send a test email
Sync / verify sending-domain DNS
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