> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/crm/user-mapping/user-permission.md).

# User Permission

### Create Role <a href="#create-role" id="create-role"></a>

Permissions are often assigned based on user roles. Different roles may have different levels of access within the app. For example, an administrator might have full control permissions, while a standard user might have limited access

Go to CRM App and click on **Permission** and then **Role.**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FxxRT2msxl5jv5Oqu3Mak%2Fimage.png?alt=media&amp;token=4a409c3d-398b-4e73-86ed-2df7c59c1249" alt=""><figcaption></figcaption></figure>

Click on **+Role** button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FoivQhoZRzSq2ZmSRY38y%2Fimage.png?alt=media&amp;token=a1b9a945-5868-4807-aa30-a62879880053" alt=""><figcaption></figcaption></figure>

Enter **Role Name** and **Permission** and click on **Save** button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FLmmDMdWIlL8vnxJKONSb%2Fimage.png?alt=media&amp;token=6d5f8d7b-bdb2-43ea-982b-269fe3643014" alt=""><figcaption></figcaption></figure>

A New **Role** is added at the top

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FSD9rVBNq2nKGHh1GL1lY%2Fimage.avif?alt=media&amp;token=b84635ff-6b8f-4ab8-861c-1a11d52c8c18" alt=""><figcaption></figcaption></figure>

### Create Team <a href="#create-team" id="create-team"></a>

You can create team from team.

Go to **Permission** and jump to **Team**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FqFupo9groSNjHcAN8s4l%2Fimage.png?alt=media&amp;token=ec019db2-7a40-4854-b9ca-ac0f3c5b2ae8" alt=""><figcaption></figcaption></figure>

Click on **+Team** button to create team

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FT6OdYNGahINtoHZDuX0N%2Fimage.png?alt=media&amp;token=f07ad37c-9538-4861-aff4-b7fe4676d349" alt=""><figcaption></figcaption></figure>

Enter **Team Name** and **Users** which you want to add in the team (Here shows only those users which are mapped in user mapping)

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FybdPZbLhkQ3WC3QY3c1e%2Fimage.avif?alt=media&amp;token=e6f496d7-9f30-4e66-916e-b85227dbe789" alt=""><figcaption></figcaption></figure>

A New **Team** is added at the top

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FExw5o8ItlywNc7BXgjRx%2Fimage.png?alt=media&amp;token=c10adb55-dc42-4aca-9660-151e2ffb3218" alt=""><figcaption></figcaption></figure>

### Give Permission to user or Team. <a href="#give-permission-to-user-or-team" id="give-permission-to-user-or-team"></a>

You can give access of CRM app to individual or team.

Go to **Permission** and jump to **Permission.**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FGtauHcOtpdgbtwnEhsP3%2Fimage.png?alt=media&amp;token=4a6cf3f6-c602-47f5-8a4b-3ff88b38d0ac" alt=""><figcaption></figcaption></figure>

Click on **+Permission** button

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FhpWoWvhOGf3JT3BLTai0%2Fimage.png?alt=media&amp;token=cce3d0d6-f48e-4ddd-96f0-954ded346581" alt=""><figcaption></figcaption></figure>

Select Individual user or team and assign role which you want and click on **Save** button.

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FRVqcEMZBw1H5jYJxGLiE%2Fimage.avif?alt=media&amp;token=9bfb1f89-5d23-4af8-8c4c-7e49c8a78bdf" alt=""><figcaption></figcaption></figure>

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

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

To edit user permission

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%252FmME7w6dUUyUHIuDdz3k5%252F11.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=27a0c24\&sv=2) for the record which you would like to edit and click the **Edit** button.

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F0dwbxN0gK67ErCF4RJZd%2Fimage.png?alt=media&amp;token=0cd4d21d-1ca4-4a8c-abc1-f9dbb91c592c" alt=""><figcaption></figcaption></figure>

Make the necessary changes and click **Save.**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FYmFMMz6NCqhIawQzML5E%2Fimage.avif?alt=media&amp;token=f8cd7d78-e93c-4a43-a906-67dbe77c0fb1" alt=""><figcaption></figcaption></figure>

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

User permission once added can be deleted if no longer necessary.

To delete user permission

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%252F5nhA3RN1uLX0G8WWvhTx%252F14.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=2b1424cd\&sv=2) for the record which you would like to delete and click the **Delete** button.

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FpB4vnYQ07Ricg9LX8IH2%2Fimage.png?alt=media&amp;token=0f585f76-4437-4eca-9c6e-bc929921e0fe" alt=""><figcaption></figcaption></figure>

Give your confirmation in the popup and the record will be deleted

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FzJyYMLWIW9cUybVY2UMV%2Fimage.avif?alt=media&amp;token=474c9a9d-323f-495b-9569-017e27c65528" alt=""><figcaption></figcaption></figure>

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

You can choose to view the user permission that you have created.

To view user permission

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%252Fm0GYrdMxY3yWDZn81ebZ%252F17.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=9a96e7b4\&sv=2) for the record which you would like to view and click the **View** button.

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FIuQBlUqun4P94eKrmBav%2Fimage.png?alt=media&amp;token=284ae8ac-8813-4a67-a43c-319af7b5af7e" alt=""><figcaption></figcaption></figure>

You can see all details of **User Permission**

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Fg6Su1xrG6vv9sJGpqjxy%2Fimage.avif?alt=media&amp;token=a6dbc763-021e-42d8-b0a0-cff6f7730d0d" alt=""><figcaption></figcaption></figure>

### Permission Matrix <a href="#permission-matrix" id="permission-matrix"></a>

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FoRWtgNOPKidV1r2o2Kkb%2Fimage.png?alt=media&amp;token=7708461d-54e1-4774-8926-4b9f9dccdc23" alt=""><figcaption></figcaption></figure>
