Manage user permissions, protect data, and ensure secure operations with GTG CRM's flexible access control system.

What is Decentralization?

Permission Management in GTG CRM is a feature that helps businesses clearly define:

• Each user can view what
• What data can be edited ?
• What operations are permitted in the system?

By establishing specific roles with defined responsibilities, businesses ensure that each person only does their assigned work.

Why do businesses need access control?

When a business starts having many people using the same system, if access rights are not clearly defined:

❌ Risks of NOT having Authorization

✅ Benefits of Having User Access

Default Roles in GTG CRM

GTG CRM provides 3 default roles :

1. 👑 Administrator

• The highest authority in the system.
• All operations can be performed on the platform.
• User management, permission management, system settings

2. 📊 Marketing Manager

• Managing marketing campaigns
• View reports and statistics.
• Marketing Team Manager

3. 📝 Marketing Staff

• Perform daily marketing tasks.
• More limited authority than a Manager

Detailed Permissions Feature

🎛️ Custom Permissions by Module

You can customize permissions for each module:

🔀 Toggle On/Off

Each permission can be enabled/disabled using a toggle switch:

• ✅ On : Allows the operation to be performed
• ❌ Off : Not allowed

Authorization Process

 ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ Tạo Role │ ─► │ Custom │ ─► │ Gán Role │ │ mới │ │ Quyền │ │ cho User │ └─────────────┘ └─────────────┘ └─────────────┘ │ │ │ ▼ ▼ ▼ Đặt tên, Bật/tắt Chọn user, mô tả từng quyền chọn role Example: Create the "Sales" Role ┌─────────────┐ ┌─────────────┐ ┌─────────────┐ │ Tạo Role │ ─► │ Custom │ ─► │ Gán Role │ │ mới │ │ Quyền │ │ cho User │ └─────────────┘ └─────────────┘ └─────────────┘ │ │ │ ▼ ▼ ▼ Đặt tên, Bật/tắt Chọn user, mô tả từng quyền chọn role

Rights granted:

• ✅ CRM : Full access rights (View, Import, Export, Edit)
• ✅ Messaging : All rights reserved
• ✅ Email : All rights reserved
• ✅ Automation : Create, View, Update (no Delete)
• ✅ Landing Page : Create, Update, Publish, View (no Unpublish, Delete)
• ⚠️ Marketing : View Social Posts only

Rights NOT granted:

• ❌ Delete Automation Workflow
• ❌ Unpublish/Delete Landing Page
• ❌ Campaign Marketing Management

Target Users

Summary

With the Permission Management feature in GTG CRM:

✅ Expand your team while maintaining control.
✅ Protect your business's critical data
✅ Avoid errors caused by uncontrolled access.
✅ Operates professionally like a large enterprise.

Start Now

1. Go to Settings → Permissions
2. Create roles that are a good fit for the organization.
3. Assign roles to each member.
4. Feel free to expand your team!

💡 Tip : Start with the default roles, then customize them to suit your business's specific needs.