Roles Management & Permissions
The Roles module is the security foundation of ZynCRM. It allows administrators to define exactly what different users can see and do within the system. By creating custom roles and assigning specific permissions, you can ensure that team members, clients, and partners have access only to the modules relevant to their responsibilities.
Roles Management Dashboard
The dashboard provides an overview of all system roles. For each role, you can see:
- Name: The designation of the role (e.g., Admin, Client, Web Developer).
- Permissions: The total number of system modules the role can access.
- Users: A count of how many active users are currently assigned to that role.
Creating and Customizing Roles
To set up a new access level, click the "+ Create New Role" button. This opens the "Create Role" form, where you can define granular access controls.
Permission Configuration Guide
Role Name
Enter a clear, descriptive name for the role, such as "SEO Specialist" or "Project Manager".
Assign Permissions
This section lists every module available in ZynCRM. Simply check the boxes for the features you want this role to access:
Module Purpose & Best Practices
Proper role management is essential for maintaining data privacy and operational focus. Use this module to:
- Ensure Security: Prevent sensitive financial data (Invoices/Salary) from being visible to unauthorized staff.
- Simplify the Interface: By unchecking unused modules, you provide a cleaner, more focused dashboard for your team members.
- Client Portals: Create a "Client" role with limited access to only their specific Projects, Invoices, and Support Tickets.