Access designed around responsibility

Group Permissions

Give every employee the right menu and module access by assigning them to a permission group.

Role-basedAccess groups
PreciseMenu selection
ConsistentEmployee assignment
Group Permissions interface in iCRM
What you can do

Everything your team needs, connected.

Give every employee the right menu and module access by assigning them to a permission group.

01

Permission group list

Create and maintain groups that represent job responsibilities.

02

Employee assignment

Set each employee’s permission group in the employee profile.

03

Menu-level control

Choose exactly which menu pages each group can access.

04

Simpler onboarding

Apply an established access pattern when a new employee joins.

Detailed capability map

More than a feature list. A complete working process.

Explore how the screens and functions in Group Permissions support setup, daily operations and continuous improvement.

01

Configure the foundation

Permission group list

Create and maintain groups that represent job responsibilities.

Employee assignment

Set each employee’s permission group in the employee profile.

02

Run day-to-day work

Menu-level control

Choose exactly which menu pages each group can access.

Simpler onboarding

Apply an established access pattern when a new employee joins.

How it works

A clear workflow from setup to insight.

STEP 01

Create

Add a permission group.

STEP 02

Select

Choose the allowed menu pages.

STEP 03

Assign

Apply the group to employees.

STEP 04

Maintain

Update access as responsibilities change.

See Group Permissions in action

Let’s map iCRM to your real workflow.

Tell us how your team works today. We’ll demonstrate the modules that matter most.

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