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Managing User Permissions for your Lite CRM Database
Managing User Permissions for your Lite CRM Database
Updated over a year ago

The per-database permissions allow you to customize the experience for each user in each database. This means that users can have different permissions in different databases. For example, a broker could have full control over its own database but have limited control over another database.

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Each user can be granted any of the following permissions:

  • Export Data — Export data from the database

  • Manage Users — Add additional users to the database and set permissions

  • Manage Tags — Delete, edit, and merge tags

  • Delete Items — Delete and bulk delete database items

  • CRM Access —

    • Log calls, emails, notes, etc. on Contacts, Companies, or Properties

    • Create Groups

    • Integrations with Contact, Calendar Sync, Click-to-call

    • Database Forwarding Emails

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