To support flexible permission allocation, administrators can add custom Roles based on actual business scenarios, such as project implementation staff or material procurement personnel.

1. Creating Business Roles

Administrators can create new business Roles under “System Management > Role & Permission Management > Business Function Permissions.”

• Business Roles can be assigned to front-end staff for CRM operations. For example, a Sales Role may grant access to view Accounts and Sales Orders.

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2. Role Permission Configuration

2.1 Object Function Permissions

Business Roles define specific operational permissions for CRM objects.

• List View Access: Controls visibility of object lists. If disabled, employees won’t see the Leads list in their workspace.
• Detail View Access: Grants access to object details. Without this, employees cannot view Lead details.
• Action Permissions: Enables operations like Create, Edit, or Import. If disabled, corresponding buttons are hidden in lists/details.
• Note: Disabled objects won’t appear in Role settings.

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2.2 Field-Level Permissions

Control field visibility and actions (Read, Edit, Export) per object. For example:
- Hide customer phone numbers from telemarketers.
- Restrict service staff from viewing Sales Order amounts.

• Read: Visible in Create/Edit/List/Detail pages.
• Edit: Editable in Create/Edit pages.
• Export: Exportable from List pages.

2.3 Assigning Roles to Employees

Under “System Management > Role Permission Settings,” administrators can:
- Add Employees: Assign Roles to new users (e.g., onboarding sales staff). Multiple Roles are merged for combined permissions.
- Edit Roles: Modify existing assignments (add/remove Roles).
- Remove: Revoke all non-admin Roles, revoking CRM access if no Roles remain.
- Copy Roles: Replicate one employee’s Roles to another.
- Primary Role: Determines layout for employees with multiple Role types.
- Special Logic:
- “CRM Admin” assignments are managed under “Management Function Permissions.”
- “All Employees” is a system-wide default Role (not displayed in user assignments).

2.4 Approval Permission Settings

Assign approval responsibilities by Dept. (e.g., finance staff approving Sales Orders for specific production lines).

• Click “Edit Approval Dept.” to assign responsible Departments.