Access Permissions

    Access to the module is configured in the admin panel: Team → Roles, the CRM and sales group (covers leads, clients, comments, quotes, and the catalog).

    Generate AI summary
    Open this page in your favorite AI assistant
    Права доступу

    Rights are set separately for the actions Create, View, Edit, and Delete.

    Права доступу

    The full permission matrix for all modules is described in the Access permissions article of the Team section.

    Still have questions?

    Maybe we haven't added this information yet. But you can always reach out:

    Request a demo

    Submit a request and we'll show you how the service works and its capabilities.

    Book a demo

    See if.team in action for your company

    We’ll show how projects, team time and finances connect in one system, using your processes as an example.

    Questions? Message us:TelegramWhatsApp
    Quote Access Permissions — if.team documentation