User Permissions
The User Permissions section is used to manage and modify permissions for an individual user. This screen allows administrators to grant or revoke access to specific application features in a controlled and transparent way.
At the top of the page, select a user from the Users dropdown. Owners are not listed, as they automatically have full access. After selecting a user, click Apply to load the permissions currently associated with that account. The selected user’s email address is displayed for confirmation.
Once loaded, the User Permissions table lists all available permissions for the application framework. Each row includes the Application, the Permission name, and a Description explaining what the permission enables. On the right side of each row, an action toggle allows you to enable or disable the permission for the selected user.
Changes made using the toggles take effect immediately, allowing you to quickly adjust access without navigating away from the page. This provides a flexible way to control what actions a user can perform, such as creating, reading, updating, or deleting contacts, companies, customers, and other system entities.
Use the search field to find specific permissions more quickly, especially when working with users who require fine-grained access control across multiple features.