Authorization

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

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 permitted to perform within the system

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

Why Do Businesses Need Authorization?

When a business starts having multiple users on the same system, if clear authorization is not in place:

❌ Risks of NOT Having Authorization

Issue	Consequences
🔓 Data accessed freely	Customer information, revenue exposed
🔄 Overlapping tasks	Multiple people working on the same task
⚠️ Uncontrolled errors	Accidental deletion or modification of critical data
📊 Sensitive information leaked	Employees see salaries, costs, strategies

✅ Benefits of HAVING Authorization

Benefit	Description
🔒 Secure Operations	Each person only sees/does their designated part
✅ Prevent Errors	No one accidentally deletes/modifies critical data
📈 Easy Scaling	Adding new employees simply 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 level of permission 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

🎛️ Custom Permissions per 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/off using a switch:

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

Authorization Workflow

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

Example: Creating the "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	Authorization Needs
👔 CEO/Owner	Full Administrator access
📊 Manager	View reports + Team management
💼 Sales	CRM + Messaging + Email
📢 Marketing	Campaigns + Landing Pages + Ads
🎧 Support	Messaging + Tickets
📦 Warehouse	Product Hub + Orders

Summary

With GTG CRM's Authorization feature:

✅ Scale your team while maintaining control
✅ Protect sensitive business data
✅ Prevent errors from 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 based on your business's actual needs.