Explore our User Permissions Feature

The User Permissions feature within the Resolve Work CRM provides a comprehensive and flexible way to manage staff access to different sections, data, and actions across the system.

This feature allows administrators to assign specific permissions to staff members for viewing, creating, editing, and deleting records within various modules of the CRM. Below is an overview of the permissions that can be configured for different user roles in Resolve Work.

User Permissions Overview

1. Invoices Permissions:

   • View (Global): Allows the staff member to view all invoices.

   • View (Own): Limits the view to only the invoices created by the staff member.

   • Create: Grants permission to create new invoices.

   • Edit: Allows editing of invoices, either globally (if the staff member has the Global view) or just their own invoices.

   • Delete: Enables deletion of invoices, either globally or just those created by the staff member.

2. Estimates Permissions:

   • View (Global): Allows viewing only estimates created by the staff member.

   • View (Own): Limits the view to only the invoices created by the staff member.

   • Create: Grants the ability to create estimates.

   • Edit: Allows editing of invoices, either globally (if the staff member has the Global view) or just their own invoices.

   • **Delete:**Enables deletion of estimates, either globally or just the staff member’s own.

3. Proposals Permissions:

   • View (Global): Grants access to view all proposals.

   • View (Own): Allows viewing only proposals created by the staff member.

   • Create: Grants the ability to create new proposals.

   • Edit: Allows editing of proposals (global or owned).

   • Delete: Enables deletion of proposals (global or owned).

4. Expenses Permissions:

   • View (Global): Allows viewing all expenses.

   • View (Own): Allows viewing only expenses created by the staff member.

   • Create: Permits creation of new expense records.

   • Edit: Grants permission to edit all or just the staff member’s own expenses.

   • Delete: Allows the deletion of expenses (global or owned).

5. Contracts Permissions:

   • View (Global): Allows viewing of all contracts.

   • View (Own): Grants access to view only contracts created by the staff member.

   • Create: Allows creating new contracts.

   • Edit: Enables editing of contracts globally or just the staff member’s own.

   • Delete: Permits deletion of contracts.

6. Payments Permissions:

   • View (Global): Allows viewing all payments.

   • View (Own): Restricts viewing payments to those linked to invoices created by the staff member.

   • Create: Permits adding payments for invoices created by the staff member.

   • Edit: Allows editing payments (global or owned).

   • Delete: Enables the deletion of payments (global or owned).

7. Projects Permissions::

   • View (Global): Provides access to view all projects.

   • View (Own): Allows access to projects the staff member is assigned to.

   • Create: Grants permission to create new projects.

   • Edit: Allows editing of projects globally or projects where the staff member is a member.

   • Delete: Permits deletion of projects.

8. Tasks Permissions:

   • View (Global): Grants the ability to view all tasks.

   • View (Own): Allows access only to tasks the staff member is assigned to

   • Create: Grants permission to create new tasks.

   • Edit: Allows editing tasks where the staff member is assigned or involved.

   • Delete: Enables task deletion for tasks the staff member is connected to.

9. Customer Permissions:

   • View (Global): Grants the ability to view all customers.

   • View (Own): Restricts access to customers for which the staff member is the admin.

   • Create: Allows creating new customer records.

   • Edit: Permits editing customer details globally or only for those the staff member manages.

   • Delete: Enables deletion of customer records.

10. Items Permissions:

    • View (Global): Grants access to view all items.

    • Create: Allows creation of new items.

    • Edit: Allows editing and managing all items.

    • Delete: Grants permission to delete items.

11. Knowledge Base Permissions:

    • View (Global): Allows viewing all knowledge base articles, including internal staff articles.

    • Create: Grants permission to create new knowledge base articles and groups.

    • Edit: Allows editing and managing all articles and groups.

    • Delete: Permits deletion of articles and groups.

12. Goals Permissions:

    • View (Global): Grants access to view all goals.

    • Create: Allows creation of new goals.

    • Edit: Allows editing and managing goals.

    • Delete: Permits deletion of goals.

13. Reports Permissions:

    • View (Global): Grants access to view all reports.

    • Edit: Not applicable (reports are typically view-only)

    • Delete: Not applicable.

14. Roles Permissions:

    • View (Global): Grants access to view all roles.

    • Create: Allows the creation of new roles.

    • Edit: Permits editing and managing all roles.

    • Delete: Enables deletion of roles.

15. Settings Permissions (Setup->Settings):

    • View (Global): Grants the ability to view all settings.

    • Edit: Allows updating all settings.

16. Staff Permissions:

    • View (Global): Allows viewing all staff members.

    • Create: Grants permission to create new staff members.

    • Edit: Permits editing and managing all staff members.

    • Delete: Allows deletion of staff members.

17. Surveys Permissions:

    • View (Global): Grants access to view all surveys.

    • Create: Permits the creation of new surveys.

    • Edit: Allows editing and managing all surveys.

    • Delete: Enables deletion of surveys.

18. Leads Permissions:

    • View (Global): Provides access to view all leads.

    • Create: All staff members can create leads.

    • Edit: Allows editing of lead information for better collaboration.

    • Delete: Permits deletion of the staff member’s own leads.

Additional Notes on Permissions

Support Tickets: Only staff members from the ticket department can view tickets unless a global setting is configured to allow staff from other departments to access tickets.

Lead and Customer Permissions: Staff members who are not marked as customer admins or lead managers will have restricted access to leads and customers.