Permissions

Enhance data integrity and security with permissions!

With CRM Runner, securely and easily control who has access to specific information while working with the CRM data and modules such as leads, accounts, contacts, opportunities, etc. The privileges which you assign regulate the functions that your team members can perform on specific records or objects. Level of access determines which records these privileges apply.

How can CRM Runner help you manage permission?
  • Limit the access of your staff & contractors according to their job roles & responsibilities..
  • Role allocation for your staff and accurate monitoring of tasks.
  • Permission feature can be utilized in both the desktop & app versions.
  • Maintain high level of security at all times for your business operations, especially when you have on field employees spread across various locations.
  • Set up security codes to limit access to definitive areas of your business.
  • Limit accessibility of sensitive data of your organization based on operation hierarchy.