Right Management

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 your business starts to have multiple users on the same system, without clear authorization:

❌ Risks Without Authorization

Issue	Consequence
🔓 Free access to data	Customer information and revenue leakage
🔄 Overlapping tasks	Multiple people handling the same task
⚠️ Uncontrolled errors	Accidental deletion or modification of critical data
📊 Sensitive information exposure	Employees seeing salaries, costs, and strategies

✅ Benefits With Authorization

Benefit	Description
🔒 Secure Operations	Each person only sees/does their part
✅ Prevent Errors	No one accidentally deletes/modifies critical data
📈 Easy Scalability	Adding new employees just requires role assignment
📋 Easy Management	Clear understanding of who does what, with defined responsibilities

Default Roles in GTG CRM

GTG CRM provides 3 default roles:

1. 👑 Administrator

• The highest permission level 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 Authorization Features

🎛️ Customize Permissions by Module

You can customize permissions for each module:

Module	Permissions Available
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 or off:

• ✅ On: Allows the action
• ❌ Off: Disallows the action

Authorization Process

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

Example: Creating a "Sales" Role

Permissions Granted:

• ✅ 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 rights
📊 Manager	View reports + Team management
💼 Sales	CRM + Messaging + Email
📢 Marketing	Campaigns + Landing Page + Ads
🎧 Support	Messaging + Tickets
📦 Warehouse	Product Hub + Orders

Summary

With the Authorization feature in GTG CRM:

✅ Expand your team while maintaining control
✅ Protect your company's critical data
✅ Prevent errors from uncontrolled access
✅ Operate professionally like a large enterprise

Get Started Now

1. Go to Settings → Authorization
2. Create roles suitable for your organization
3. Assign roles to each team member
4. Rest assured as you grow your team!

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