Roles & Permissions

Manage your roles & permissions settings

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Permissions —

Module	Add	Edit / Update	Delete	More
CRM
Leads
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
Clients
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
KYC
Approve KYC Reject KYC View KYC Files Add KYC Documents Delete KYC Documents
Proposals
Send Proposal View Proposal Files Add Proposal Files Delete Proposal Files Manage Proposal Templates
Contracts
Manage Contract Types 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
Finance
Estimates
Send Estimate Convert to Invoice Manage Estimate Templates
Invoices
Send Invoice Record Payment Manage Tax Manage Recurring Invoices Link Bank Account Apply Credit Note
Payments
Link Bank Account View Payment Reports
Credit Notes
Apply to Invoice
Collections
Approve Collection Manage Statuses
Expenses
Manage Expense Categories Manage Recurring Expenses Approve Expenses Link Bank Account
Operations
Projects
Manage Project Categories View Project Files Add Project Files Delete Project Files View Project Discussions Add Project Discussions Edit Project Discussions Delete Project Discussions Manage Discussion Categories 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 Rating Edit Project Rating Delete 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 Manage Project File Requests Manage Project Templates
Tasks
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) Manage Task File Requests
Meetings
Manage Participants Start Meeting
Timesheets
Manage All Timesheets View Timesheet Reports
File Requests
Resend File Request Download Uploaded Files Bulk Send File Requests
HR
Employees
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 Add Immigration Record View Immigration Record Edit Immigration Record Delete Immigration Record View Increment & Promotion Manage Increment & Promotion View Gratuity Manage Gratuity Manage Approval Workflows
Leaves
Approve / Reject Leave Delete Approved Leave Manage Leave Types Manage Comp-Off Requests
Payroll
Run Payroll Manage Payroll Settings View Payroll Reports Manage Salary Components Export WPS File Process Gratuity
Attendance
Manage Employee Shifts View Shift Roster View Attendance Reports Manage Overtime
Holidays				—
Analytics
KPI
Manage KPI Categories Manage KPI Factors Manage KPI Templates Manage Review Cycles View KPI Reports
Commission
Manage Commission Policies Manage Commission Targets Approve Commission Process Commission Payments Manage Invoice-Agent Links Commission Settings View Commission Reports
Reports
View Lead Reports View Client Reports View Proposal 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
Extended
Agents
View Agent Performance View Agent Documents Add Agent Documents Delete Agent Documents Manage Agent Commissions Manage Agent Referrals Manage Agent Payouts View Agent Reports
Loyalty
Manage Loyalty Cards Approve Loyalty Points Manage Loyalty Tiers View Loyalty Reports Loyalty Program Settings
Gov. Vendors
Manage Fee Schedules Manage Service Packages Manage Disbursements View Margin Reports Process Reconciliation Manage Vendor Payments
Subcontractors
Add Work Order View Work Orders Edit Work Order Delete Work Order Send Work Order 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
Compliance
AML Desk
Update Risk Ratings Manage CDD Items Manage UBO Records Submit Suspicious Transaction Report (STR) View AML Reports
Audit Flow
Update Engagement Status Manage Audit Checklist Manage Audit Findings View Audit Reports
Compliance Hub
Manage Compliance Tasks Mark Deadline Complete Bulk Create Deadlines Assign Compliance Deadlines View Compliance Reports
VAT Track
Update VAT Amounts Assign VAT Period Manage VAT Checklist Bulk Create VAT Periods View VAT Reports
CT Command
Manage CT Registrations Update CT Amounts Assign CT Period View Corporate Tax Reports
Advanced
OCR Scanner
Verify Scan Results Reject Scan Results Bulk Scan Upload Download Scan Results Export Extracted Data Add Post-Scan Workflow View Post-Scan Workflows Edit Post-Scan Workflow Delete Post-Scan Workflow 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 Purge Scan History
Wallet & Cards
Block / Unblock Card Freeze All Cards for Employee 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 Bulk Top-up Multiple Cards 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
Banner Campaigns
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 Banner Placement Zone View Banner Placement Zones Edit Banner Placement Zone Delete Banner Placement Zone 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 Set Campaign Budget & Spend Caps View Banner Analytics View Click Heatmaps & Engagement Export Analytics Data Enable / Disable Banner Module
AI Assistant
View Own AI Conversation History View All Users' Conversations Delete Other Users' Conversations Export Conversation History Add Shared Prompt Template View Prompt Templates Edit Prompt Template Delete Prompt Template 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
Integrations
Lead Integrations
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
Accounting Integrations
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 Sync Failure Alert Settings Edit Sync Failure Alert Settings View Integration Performance Reports Purge Sync History
Productivity
Chat
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 Flag & Remove Inappropriate Content Add Chatbot / Automated Response View Chatbots Edit Chatbot Configuration Delete Chatbot View Full Chat History (All Users) Export Message Logs View Message Retention Policy Edit Message Retention Policy View Chat Notification Settings Edit Chat Notification Settings View Chat Usage Analytics Enable / Disable Chat Module
Calendar
Invite External Guests to Events Create / Modify Recurring Event Rules Configure Event Reminder Notifications Create / Manage Company-wide Public Events Add Event Category View Event Categories Edit Event Category Delete Event Category 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
Settings
Settings
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
Advanced
Custom Filters	—	—	—
Save custom filters Clear / reset saved filters
Integrations
Email Providers
Activate / deactivate a provider Send a test email Sync / verify sending-domain DNS

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