Permissions
The Account Planning module uses Perfex CRM's permission system. You control who can view, create, edit, and delete account plans.
Why Permissions Matterโ
- Security โ Only authorized staff can see or change account plans.
- Workflow โ Some users may only need to view plans; others need to create and edit them.
- Compliance โ Sensitive client data stays restricted to the right people.
Available Permissionsโ
| Permission | What It Allows |
|---|---|
| View | See the Account Planning menu, list of plans, and plan details |
| Create | Create new account plans, use templates, add relations |
| Edit | Modify existing plans, update tasks, change status |
| Delete | Delete account plans and related data |
How to Assign Permissionsโ
- Go to Setup โ Staff (or Setup โ Roles).
- Select the staff member or role you want to configure.
- Find the Account Planning section in the permissions list.
- Check the boxes for the permissions you want to grant:
- View (Global)
- Create
- Edit
- Delete
- Save your changes.
Recommended Setupsโ
Account Manager (full access)โ
- View: Yes
- Create: Yes
- Edit: Yes
- Delete: Yes
Sales Representative (create and edit only)โ
- View: Yes
- Create: Yes
- Edit: Yes
- Delete: No
Read-Only (e.g., executives)โ
- View: Yes
- Create: No
- Edit: No
- Delete: No
Who Can Access Settings?โ
Only Administrators can access the Account Planning settings page. Regular staff with Create or Edit permissions cannot change module-wide settings.
Client Portal Accessโ
Client portal access is controlled separately in Settings (see Client Portal). Enabling the client portal allows clients to view their own account plans (read-only). Staff permissions do not affect client portal visibility.