Understanding Roles and Permissions in Vedain CRM

The Three Built-In Roles

Admin — Full Access

• •Access to every module: Leads, Contacts, Deals, Campaigns, WhatsApp, Reports, Settings, Billing
• •Can add and remove team members, change roles
• •Can manage subscription and billing
• •Can view all records across all owners
• •Can export all data
• •Can configure automation rules, custom fields, and deal stages

Manager — Team Visibility

• •Access to all CRM modules including Reports
• •Can view and edit all team members' leads, contacts, and deals
• •Cannot manage billing, add/remove users, or access most Settings
• •Can create and send campaigns
• •Can run and export reports

Sales Rep — Personal Records

• •Access to Leads, Contacts, Deals, Tasks, Campaigns
• •By default sees only records assigned to them
• •Cannot access Settings, Reports, or Billing
• •Cannot view other team members' records
• •Can create leads, contacts, deals, and tasks

Creating a Custom Role

If the built-in roles do not fit your team structure, create custom roles with exact permissions:

1. Go to Settings → Team → Roles tab.
2. Click New Custom Role.
3. Enter a role name (e.g., 'Read-Only Analyst', 'Support Agent').
4. For each module, toggle View, Edit, Import, and Export on or off.
5. Click Save Role.
6. Assign the role to team members from Settings → Team.

Modules You Can Control Per Role

• •Leads, Contacts, Accounts, Deals, Tasks
• •Inbox, Campaigns, Calling Campaigns, Warmup
• •Forms, Workflows, Meetings, Invoices
• •Attendance, Lead Automation, WhatsApp, Reports
• •Custom Dashboards, Onboarding, HR Employees
• •Timesheets, Performance, Shifts, Support Desk