To solve this, GTG CRM offers the feature Access Level Control, which allows business owners to control in detail “who can do what” in the system. This is a data security tool, reduces errors and clarifies the responsibilities of each member.

Why is Access Level Control important?

• Data security: employees only access within the scope of authorization.
• Minimize errors: avoid editing or deleting important data by mistake.
• Clear responsibilities: marketing focuses on content and campaigns, sales manages contacts and invoices, admin plays the role of general manager.

Default roles

GTG CRM provides 3 main roles, meeting the operational needs of SMEs.

1. Administrator - Full system rights

Administrator is the highest role, usually reserved for business owners or administrators. People with this right control the entire system, including:

• Landing Page: create, update, clone, publish/unpublish, delete, edit custom domain.
• Social: create, update, publish/unpublish, delete, connect and view posts.
• Campaigns (Ads): view, create, update, delete campaigns; enable/disable; connect Ads.
• Messaging: connect/disconnect account, send message, view all messages.
• Automation Workflow: create, view, update, delete workflow.
• CRM Objects: create, update, import, assign, view, delete.
• Contacts: view all contacts.
• Email: send email.
• Global: manage global configuration.

Administrator has full rights on most modules, ensuring overall control.

2. Marketing Manager - Marketing Campaign Management

Marketing Manager is responsible for all marketing and communication activities, with the following rights:

• Landing Page: create, clone, edit, publish/unpublish, delete.
• Social: create, update, publish/unpublish, delete, view post.
• Campaigns (Ads): view, create, update, delete campaign; enable/disable.
• Messaging: connect/disconnect account, send message (do not view all messages).
• CRM Objects: create, update, assign, import, delete.
• Email: send email.

Marketing Manager focuses on campaign implementation and content management, but does not have full authority like Administrator.

3. Marketing Staff - Daily Work Execution

Marketing Staff has enough authority to complete basic tasks, suitable for marketing staff in the team.

• Landing Page: create, clone, edit (no publish/unpublish or delete).
• Social: create post, update post, view post (no publish/unpublish or delete rights).
• Campaigns (Ads): view, create, update campaign (no enable/disable, no delete).
• Messaging: only have the right to send messages.
• CRM Objects: create, update, import, view.
• Email: send email.

Marketing Staff does not have the right to delete and limit deep administrative rights, to avoid system risks.

Custom Roles

The strongest point of Access Level Control is the ability to create your own roles. Business owners can enable/disable each sub-permission:

• Automation Workflow: create, view, update, delete.
• Landing Page: create, clone, publish/unpublish, delete.
• Social: connect account, create/update/delete post.
• Messaging: connect account, send message, view message.
• CRM Objects: create, update, import, delete.
• Email: enable/disable sending permission email.

Example:

• Customer service staff only need to view and reply to messages, do not need permission to edit landing page.
• Outside collaborators only need to view contact list and send emails, do not touch other data.

Benefits for SMEs

• Strict control: avoid employees from overstepping their authority or making mistakes.
• Data security: only responsible people can access sensitive information.
• Flexible operation: authorization by department or individual.
• Easy to use: no need for high technology, business owners can still set it up themselves.

Conclusion

Access Level Control in GTG CRM helps small businesses operate more professionally, clearly and securely. Everyone does their job, data is always under control, and the system is flexible enough to scale.