CRM
1. CRM
The base CRM permission. Covers the CRM dashboard/overview and general CRM access that isn’t specific to one of the modules below.2. CRM Agreement Templates
The reusable templates used to generate agreements — the boilerplate contract text and clauses that agreements (below) are built from.3. CRM Agreements
Note: This isn’t just a list of signed contracts — it’s an e-signature workflow (draft, send for signature, remind, void), similar to DocuSign, built into CRM.
4. CRM Contacts
The individual people tied to CRM organizations, leads, and deals — as opposed to the companies themselves.5. CRM Deals
The pipeline of in-progress sales opportunities, tracked through stages until they’re won or lost.6. CRM Leads
Prospective customers who haven’t yet converted into a deal.7. CRM Organizations
The companies (as opposed to individual contacts) that leads and deals are tied to.8. CRM Products
The catalog of products or services CRM deals are built around, including product lines/groupings.9. CRM Settings
The configuration layer behind CRM: pipeline/stage setup, lead sources and other master data, assignment rules, SLA rules, custom fields/layouts, and form scripts.Task Management
1. Task Categories
Labels used to group and filter tasks by type.2. Goals
Longer-term objectives that tasks can be linked to, so progress toward a goal can be tracked as its linked tasks are completed.3. Task Lists
The boards/lists that tasks are organized into within a workspace.4. Time Tracking
Timers and logged time entries against tasks, used for productivity reporting.5. Task Workspaces
The top-level container that task lists, categories, and goals live inside.6. Tasks
The individual to-do items — the core unit of the Task Management module.Personal Finance
Only one module from Personal Finance shows up in the role editor. Everyday personal-finance basics — personal transactions, budgets, and categories — are inherent rights every user already has and don’t appear here as checkboxes.1. Reimbursements
Requests staff submit to be paid back for money they spent out of pocket on the organization’s behalf. A reimbursement request can optionally be linked to the organization, which routes it into the approval workflow engine (see Approvals & Workflow below) instead of staying purely personal.Approvals & Workflow
1. Approval Requests
The actual items moving through an approval chain — e.g., a reimbursement or other approvable record waiting on sign-off — and the record of who approved, rejected, or queried each step.2. Workflow Configurations
The rules admins set up to decide when an approval is required and who approves it — for example, “expenses over a certain amount need approval from the department head, then finance.” Configs can be scoped per workspace and per entity type, with minimum/maximum amount thresholds.Related
- SACCO roles & permissions catalog — the equivalent catalog for the Sacco360 module, for comparison and format reference.