Access Control and Permissions Setup

Access Control and Permissions Setup Permissions play a critical role in Getfly CRM, enabling you to manage access rights and the use of the software effectively for each individual or user group. This ensures that you can:

Protect Information: Limit unauthorized access to sensitive data, ensuring the safety of customer, partner, and company information.

Improve Work Efficiency: Assign appropriate permissions based on the role and responsibilities of each user, helping them focus on their core tasks and optimize operational effectiveness.

Enhance Transparency: Ensure that each user can only access and use features they are authorized for, promoting clarity and transparency in work processes.

1. How to Set Permissions

To configure permissions, follow these steps:

Go to Settings → Permissions → Select Permission Group → Check the permissions in the setup table.

The Admin Permission Group is the highest-level group with all permissions enabled (this group only supports adding permissions and does not allow removal of any).

The system supports group-based permissions, allowing you to configure permissions for different user groups.

2. Basic Permissions in the System

1	Access	Allowed to access the Module – Function. When this permission is selected, the Module – Function will appear on the system interface.

2	Add	Allowed to add new entries. Example: For the Customer Module – allows adding new customers…

3	Edit	Allowed to edit existing entries. Example: For the Customer Module – allows editing customer information.

4	Delete	Allowed to delete entries. Example: For the Customer Module – allows deleting customers.

5	Approve	Allowed to approve – applies to Modules/Functions that support approval. Example: Approve orders…

6	Payment	This permission allows users to process order payments.

7	View All	Permission to view all data. Example: Admin can view all customer information…