Delegation of Authority Smart Access Control

With GTG CRM, teamwork is no longer confusing! Role-based authorization — from business owners to employees. Flexible setup, tight control, effective coordination.

Table of Contents

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.

What is decentralization?

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

Problem	Consequence
🔓 Data is freely accessible	Customer information and revenue were leaked.
🔄 Overlapping tasks	Multiple people working on the same task
⚠️ Uncontrollable errors	Accidentally deleting or modifying important data.
📊 Important information leaked	Employees see salaries, expenses, and strategies.

✅ Benefits of Having User Access

Benefit	Describe
🔒 Safe operation	Each person only sees/does their part of the job.
✅ Avoid mistakes	No one would accidentally delete or modify important data.
📈 Easily expandable	To add new employees, simply assign a role.
📋 Easy to manage	Knowing who does what, with clear responsibilities.

Why is decentralization necessary?

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

3 default roles

Detailed Permissions Feature

🎛️ Custom Permissions by Module

You can customize permissions for each module:

Module	Permissions that can be granted
Automation Workdraw	Create, View, Update, Delete
Landing Page	Create, Update, Publish, Unpublish, Delete
Marketing	View Social Posts, Manage Campaigns
printer	View All Contacts, Import, Export, Edit
E-mail	Create, Send, View Reports
Messaging	View, Reply, Manage Channels

🔀 Toggle On/Off

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

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

Custom permissions

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

Role Sales

Target Users

Role	The need for Decentralization
👔 CEO/Owner	Administrator
📊 Manager	View reports + Manage teams
Sales	CRM + Messaging + Email
📢 Marketing	Campaigns + Landing Page + Ads
🎧 Support	Messaging + Tickets
Warehouse	Product Hub + Orders

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.

Summary