Understanding User Roles and Permissions

Zapnio CRM uses a role-based permission system to control access to different features and data.

Available Roles

Administrator

• Full system access
• User management
• System configuration
• Data export/import

Sales Manager

• View all sales data
• Manage team members
• Generate reports
• Configure sales processes

Sales Representative

• Manage assigned leads and customers
• Update contact information
• Log activities and notes
• View personal reports