> 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="/files/a8Twto2xxQ9AKPprxY4b" alt=""><figcaption></figcaption></figure>

Click on **+Role** button

<figure><img src="/files/9Wy4NLxmsGU05VDheqlz" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/ZXqm0Cpgf4dBHUKrS2NY" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/oFnFAhSgh9gvLSOQVdPo" 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="/files/Nmu5r2J0umEp5V0Xk6tG" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/lP2LL9w9n1U9voW5ZylV" 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="/files/hEVj8MfJiGG4LVjvNkzd" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/GA2lP9lGfrZjVPeLA5Fm" 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="/files/cGeaVJiqSrCS3Muj9JQ8" alt=""><figcaption></figcaption></figure>

Click on **+Permission** button

<figure><img src="/files/czsyySa6CDJwUtZjFC8E" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/u7voiop4kawzgLPeymbq" 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="/files/aamangLKA1SQJ65eR5za" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/jUTgGI590HGjc3eRV77j" 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="/files/Cdkdt0CaDTi3iFVY4ayn" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/rOyv4bDrjOlWVm9h0LQB" 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="/files/xM4VktIFPfTYejji7MBD" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/30SeV7cOJpJQM9YYau2q" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/M1kCTYBBMx7f94YXizjb" alt=""><figcaption></figcaption></figure>
