Delegation of Authority

Manage user permissions, protect data, and operate securely with the flexible authorization system in GTG CRM.

What is Authorization?

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

• What each user can view
• What data they can edit
• What actions they are allowed to perform within the system

By setting up predefined roles with specific permissions, businesses ensure that each person only performs their designated tasks.

Why Does Your Business Need Authorization?

When a business starts having multiple users on the same system, without clear authorization:

❌ Risks of NOT Having Authorization

Problem	Consequences
🔓 Unrestricted data access	Customer information and revenue exposed
🔄 Overlapping tasks	Multiple people working on the same task
⚠️ Uncontrolled errors	Accidental deletion or modification of important data
📊 Sensitive information leakage	Employees seeing salaries, expenses, and strategies

✅ Benefits of HAVING Authorization

Benefit	Description
🔒 Secure Operations	Each person only sees/performs their assigned tasks
✅ Prevent Errors	No one accidentally deletes/modifies critical data
📈 Scalable Growth	Adding new employees just requires assigning a role
📋 Easy Management	Clearly know who does what, with defined responsibilities

Default Roles in GTG CRM

GTG CRM provides 3 default roles:

1. 👑 Administrator

• The highest level of permissions within the system
• Can perform all actions on the platform
• Manages users, permissions, and system settings

2. 📊 Marketing Manager

• Manages marketing campaigns
• Views reports and statistics
• Manages the marketing team

3. 📝 Marketing Staff

• Performs daily marketing tasks
• Has more limited permissions than a Manager

Detailed Authorization Features

🎛️ Custom Permissions per Module

You can customize permissions for each module:

Module	Permissions That Can Be Granted
Automation Workflow	Create, View, Update, Delete
Landing Page	Create, Update, Publish, Unpublish, Delete
Marketing	View Social Posts, Manage Campaigns
CRM	View All Contacts, Import, Export, Edit
Email	Create, Send, View Reports
Messaging	View, Reply, Manage Channels

🔀 Toggle On/Off

Each permission can be toggled on/off using a switch:

• ✅ On: Allows the action to be performed
• ❌ Off: Does not allow the action

Authorization Process

┌─────────────┐    ┌─────────────┐    ┌─────────────┐
│  Create New │ ─► │  Customize  │ ─► │  Assign Role│
│  Role       │    │  Permissions│    │  to User    │
└─────────────┘    └─────────────┘    └─────────────┘
      │                  │                  │
      ▼                  ▼                  ▼
   Set name,          Toggle each         Select user,
   description        permission          select role

Example: Creating a "Sales" Role

Granted Permissions:

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

Permissions NOT Granted:

• ❌ Delete Automation Workflow
• ❌ Unpublish/Delete Landing Page
• ❌ Manage Marketing Campaigns

Target Users

Role	Authorization Needs
👔 CEO/Owner	Full Administrator access
📊 Manager	View reports + Manage team
💼 Sales	CRM + Messaging + Email
📢 Marketing	Campaigns + Landing Page + Ads
🎧 Support	Messaging + Tickets
📦 Warehouse	Product Hub + Orders

Summary

With the Authorization feature in GTG CRM:

✅ Scale your team while maintaining control
✅ Protect your business's critical data
✅ Avoid errors due to uncontrolled access
✅ Operate professionally like a large enterprise

Get Started Now

1. Go to Settings → Authorization
2. Create roles that fit your organization
3. Assign roles to each team member
4. Expand your team with peace of mind!

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