# User Mapping

CRM permission is the levels of access and actions that users are granted within a CRM system. Properly managing CRM permission is essential for maintaining data security, ensuring user roles align with their responsibilities, and safeguarding sensitive customer information.

### User Permission <a href="#user-permission" id="user-permission"></a>

To give access of CRM app follow below steps.

Go to **User Management** App

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FUzM4qlqSNFy099vh6iZj%2Fimage.png?alt=media&#x26;token=9ae7c4e9-244c-42d4-b4ca-55a1ec208490" alt=""><figcaption></figcaption></figure>

Go to **User Mapping** tab and click on **+New Record** tab.

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FJFDYmEJDJBZwVPl0InPb%2Fimage.png?alt=media&#x26;token=99e62a6c-5ab7-49ea-afba-23510b97165b" alt=""><figcaption></figcaption></figure>

Select App name as **CRM** and select users which you want to allow for CRM and click on **Save** button.

![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FC6e539vksfAZ928j6n39%252F2.png%3Falt%3Dmedia\&width=768\&dpr=4\&quality=100\&sign=819506cf\&sv=1)

### Edit User Mapping <a href="#edit-user-mapping" id="edit-user-mapping"></a>

You can choose to edit the user mapping that you have created.

To edit user mapping

Click on the Action (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252F7ycBoOVJXgaafQz3dsrg%252F3.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=34718beb\&sv=1) for the record which you would like to edit and click the **Edit** button

![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FTqmcoDdw9WLqa1tDmzrI%252F4.png%3Falt%3Dmedia\&width=768\&dpr=4\&quality=100\&sign=4fd3bc2e\&sv=1)

Make the necessary changes and click **Save**

![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252Fjpe59CDzPEvycfbngNmD%252F5.png%3Falt%3Dmedia\&width=768\&dpr=4\&quality=100\&sign=629011b6\&sv=1)

### Delete User Mapping <a href="#delete-user-mapping" id="delete-user-mapping"></a>

User mapping once added can be deleted if no longer necessary

To delete user mapping

Click on the Action (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FyEvtAJZJ1ziQgQEJXDfc%252F6.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=9c5326c\&sv=1) for the record which you would like to delete and click the **Delete** button

![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FKtX8TrtemmdjXUDaEQVk%252F7.png%3Falt%3Dmedia\&width=768\&dpr=4\&quality=100\&sign=2f42a16\&sv=1)

Give your confirmation in the pop up and the record will be deleted

![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252Fw2AIBP8UpES0gtfIRoqQ%252F8.png%3Falt%3Dmedia\&width=768\&dpr=4\&quality=100\&sign=a350a5af\&sv=1)

Last updated 15 December 2025