Permissions

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

What are Permissions?

Permissions 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 assigned tasks.

Why Does Your Business Need Permissions?

When a business starts to have multiple users on the same system, without clear permissions:

❌ Risks of NOT Having Permissions

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

✅ Benefits of HAVING Permissions

Benefit	Description
🔒 Secure Operations	Each person only sees/does their assigned tasks
✅ Prevent Errors	No one accidentally deletes/modifies critical data
📈 Easy Scaling	Add new employees by simply assigning roles
📋 Easy Management	Know exactly who does what, with clear responsibilities

Default Roles in GTG CRM

GTG CRM provides 3 default roles:

1. 👑 Administrator

• The highest level of access in 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 Permissions Features

🎛️ Customize 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 turned on/off with a toggle switch:

• ✅ On: Allows the action to be performed
• ❌ Off: Disallows the action

Permission Process

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

Example: Creating a "Sales" Role

Permissions Granted:

• ✅ CRM: All permissions (View, Import, Export, Edit)
• ✅ Messaging: All permissions
• ✅ Email: All 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	Permission Needs
👔 CEO/Owner	Full Administrator access
📊 Manager	View reports + Team management
💼 Sales	CRM + Messaging + Email
📢 Marketing	Campaigns + Landing Page + Ads
🎧 Support	Messaging + Tickets
📦 Warehouse	Product Hub + Orders

Summary

With the Permissions feature in GTG CRM:

✅ Expand your team while maintaining control
✅ Protect crucial business data
✅ Prevent errors from uncontrolled access
✅ Operate professionally like a large enterprise

Get Started Now

1. Go to Settings → Permissions
2. Create roles that fit your organization
3. Assign roles to each team member
4. Expand your team with confidence!

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