Users, Roles & Permissions (People Records)

What you can do here

• Create staff profiles and assign roles.
• Define permissions for CRM, Support Desk, Projects, and Accounting.
• Control visibility for sensitive records and reports.

Before you start

• Administrator access or People Records permissions are required.
• Prepare a list of staff emails and their responsibilities.
• Decide which roles can approve financial records.

Step-by-step

1. Open People Records and add new staff profiles.
2. Assign a role and review module permissions.
3. Save and confirm the staff member can access the required menus.
4. Repeat for additional roles such as Sales, Support, or Accounting.

Tips & Common mistakes

• Use least-privilege access for financial features.
• Document role changes so audit trails stay clear.
• Review permissions quarterly to keep access current.

FAQ

Next steps