To address this, GTG CRM offers Access Level Control, allowing business owners to precisely control "who can do what" within the system. This tool enhances data security, reduces errors, and clarifies the responsibilities of each team member.

Why is Access Level Control important?

• Data security: employees only have access within their authorized scope.
• Minimize errors: avoid accidentally editing or deleting important data.
• Clearly defined responsibilities: marketing focuses on content and campaigns, sales manages contacts and invoices, and admin acts as the overall manager.

Default roles

GTG CRM offers three main roles to meet the operational needs of SMEs.

1. Administrator - Full system privileges

Administrator is the highest-level role, usually held by the business owner or administrator. Those with this privilege 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 messages, view all messages.
• Automation Workflow: Create, view, update, and delete workflows.
• CRM Objects: create, update, import, assign, view, delete.
• Contacts: View all contacts.
• Email: send email.
• Global: manages general configurations.

The administrator has full privileges over most modules, ensuring overall control.

Flexible delegation of authority to each employee position.

2. Marketing Manager - Marketing Campaign Manager

The Marketing Manager is responsible for all marketing and communications activities, with the following responsibilities:

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

A Marketing Manager focuses on campaign implementation and content management, but does not have the same level of authority as an Administrator.

3. Marketing Staff - Performing daily tasks

Marketing staff have sufficient authority to complete basic tasks, appropriate to the marketing staff in the team.

• Landing Page: create, clone, edit (no publish/unpublish or delete).
• Social: create posts, update posts, view posts (no publish/unpublish or delete rights).
• Campaigns (Ads): view, create, and update campaigns (cannot enable/disable, cannot delete).
• Messaging: Only allowed to send messages.
• CRM Objects: create, update, import, view.
• Email: send email.

Marketing staff do not have the authority to delete or restrict deep administrative privileges, in order to avoid system risks.

Custom Roles

The strongest point of Access Level Control is its ability to create custom roles. Business owners can enable/disable individual permissions:

• Automation Workflow: create, view, update, delete.
• Landing Page: create, clone, publish/unpublish, delete.
• Social: Connect accounts, create/update/delete posts.
• Messaging: Connect accounts, send messages, view messages.
• CRM Objects: create, update, import, delete.
• Email: Enable/disable email sending permission.

For example:

• Customer service representatives only need to view and reply to messages; they do not need permission to edit the landing page.
• External collaborators only need to view the contact list and send emails; they are not allowed to access other data.

Customize permissions flexibly as desired.

Benefits for SMEs

• Strict control: prevent employees from overstepping their authority or making mistakes.
• Data security: only authorized personnel should access sensitive information.
• Flexible operation: assign permissions by department or individual.
• Easy to use: no advanced technical skills are required; business owners can set it up themselves.

Conclude

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