Transitions within a section

CRM

CRM / permissions

Setting permissions amoCRM

We configure roles and data visibility so that managers do not take away the database, the manager sees the entire circuit, service employees do not get involved in unnecessary transactions, and access does not create holes in control and analytics.

Roles Base visibility Deletion control Access segments

Set up accesses Check current account

Typical problem

Either everyone can do everything, or it’s impossible to work

Managers see other people's transactions, change data and lose control of the database.
The manager does not understand who has the right to delete, export or hide a client.
Service employees receive access wider than required for the task.

What we are setting up

Role model

Roles of the leader, ROP, manager, service, marketing, contractor and integration users.
Visibility by funnels, segments, branches, directions and responsible persons.
Restrictions on deleting, exporting, changing statuses and critical fields.

What does it give

Control without unnecessary blocking

Each employee has only the access needed for their role.
The basis and history of work depend less on the human factor.
The manager receives a transparent model of responsibility within CRM.

What's included

How the access rights system is built

Role audit

First, we look at who actually works in the system and what actions they perform.

Access Matrix

We record which entities, stages and fields are available to each role.

Segmentation

We distribute access by branches, directions, products or management groups.

Critical Actions

We specifically restrict deletion, export, mass changes, and sensitive fields.

Testing

We test the roles in real scenarios so that the settings do not disrupt the team’s work.

Documentation

We fix the logic so that later the accesses do not grow into chaos after each revision.

For managers

So that the manager sees the correct reports and can control the team without access to “everyone for everything.”

Management

Manager analytics

If access rights need to be linked to discipline, reporting and management control.

Control

Setting amoCRM

When permissions are part of a broader redesign of fields, funnels and roles in the account.

Settings

Audit amoCRM

To first understand which roles and accesses are already broken in the current account.

Audit

FAQ

Frequently asked questions about access rights in amoCRM

Is it possible to hide transactions between managers?

Yes, but it is important to do this in a way that does not break management control, analytics and service scenarios.

Should marketing have access to CRM?

Depends on the role. Most often, you need limited access to sources, reports and part of the card, but not to the entire customer base.

Why is it better to think through access rights right away?

Because then the account becomes overgrown with crutches, manual exceptions and conflicts between departments. It's more expensive to fix it later.