User Access

User Access

CRMery is designed with simple, powerful roles to allow maximum efficiency with the least headaches. Three roles have been defined and created for administrators to decide what users can see or do.

Basic User

The basic user can only see deals, contacts, and leads that have been assigned to them or that they have created.

Manager

Managers have the ability to view deals, contacts and leads that have been assigned to them or that they have created as well as anyone in their team.

Executive

Executive users have the ability to view deals, contacts and leads system-wide. There are no restrictions on Executive users.