Department Permissions

In this guide, you will learn how to manage the permissions of a specific department, ensuring that users have the correct access to CRM features and contacts. It is worth noting that the logic applied in this example serves as the basis for managing permissions for all the other tools on our platform.

Follow the step-by-step instructions below:

📌 Contact Permissions

When accessing the contact, it is possible to modify its access permissions. By changing these permissions, you can define which user or department will have access to the selected contact.

📌 CRM - Funnels

By going to Settings > Funnel List > Edit Funnel, you can define the users or departments that will have access to the funnel.

📌 Users and Data Control

By going to System Settings > Users, you can define whether the department will have access to contacts created or imported by the user.

Conclusion

Configuring permissions by department is a fundamental step to ensure data security and the organization of workflows in your company. With this control, you ensure that each employee sees only the information relevant to their role, optimizing the use of the CRM and protecting the integrity of your contact database.