> ## Documentation Index > Fetch the complete documentation index at: https://docs.hitaji360.com/llms.txt > Use this file to discover all available pages before exploring further. # CRM, Task Management, Personal Finance & Approvals permissions catalog > Every checkbox on the role editor for CRM, Task Management, Personal Finance, and Approvals & Workflow, in plain English. When you edit a role under **Settings → Access → Roles & Permissions**, you see a list of modules, and each module has a row of checkboxes. This page covers four of those module groups — **CRM**, **Task Management**, **Personal Finance**, and **Approvals & Workflow** — listing every checkbox with a plain description of what turning it on actually lets someone do. All 18 modules across these four groups follow the same five-checkbox pattern: **Add** (create new), **Edit** (change existing), **Delete** (remove), **View** (see it), **View All** (see everyone's, not just your own) — 90 checkboxes in total. None of these modules have specialized actions the way SACCO Loans or Reports do. **Where to manage this:** Settings → Access → Roles & Permissions. *** ## 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. | Checkbox | What it does | | ------------ | ----------------------------------------------------------------------- | | **Add** | Create general CRM records not covered by a more specific module below. | | **Edit** | Change those records. | | **Delete** | Remove them. | | **View** | Open the CRM dashboard and overview screens. | | **View All** | See CRM-wide data across the whole team, not just your own. | *** ### 2. CRM Agreement Templates The reusable templates used to generate agreements — the boilerplate contract text and clauses that agreements (below) are built from. | Checkbox | What it does | | ------------ | ---------------------------------------------- | | **Add** | Create a new agreement template. | | **Edit** | Change an existing template's content. | | **Delete** | Remove a template. | | **View** | See the list of available templates. | | **View All** | See every template, not just ones you created. | *** ### 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. | Checkbox | What it does | | ------------ | ------------------------------------------------------------------------------------------ | | **Add** | Draft a new agreement from a template and send it out for signature. | | **Edit** | Change a draft agreement, or send a reminder / void an agreement that's out for signature. | | **Delete** | Remove an agreement. | | **View** | See agreements and their signing status. | | **View All** | See every agreement across the team, not just ones you sent. | *** ### 4. CRM Contacts The individual people tied to CRM organizations, leads, and deals — as opposed to the companies themselves. | Checkbox | What it does | | ------------ | ------------------------------------------------------------------ | | **Add** | Add a new contact. | | **Edit** | Change a contact's details. | | **Delete** | Remove a contact. | | **View** | See contact details. | | **View All** | See every contact, not just ones tied to your own leads and deals. | *** ### 5. CRM Deals The pipeline of in-progress sales opportunities, tracked through stages until they're won or lost. | Checkbox | What it does | | ------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Add** | Create a new deal. | | **Edit** | Change a deal's details, or move it between pipeline stages. | | **Delete** | Remove a deal. | | **View** | See deals. | | **View All** | Without this, View only shows deals the user owns. Grant this for sales managers/admins who need visibility across the whole pipeline, not just their own deals. | *** ### 6. CRM Leads Prospective customers who haven't yet converted into a deal. | Checkbox | What it does | | ------------ | --------------------------------------------------------------------------------------------------------------------------------------------------- | | **Add** | Create a new lead. | | **Edit** | Change a lead's details, or convert a lead into a deal. | | **Delete** | Remove a lead. | | **View** | See leads. | | **View All** | Without this, View only shows leads the user owns. Grant this for sales managers/admins who need to see the whole team's leads, not just their own. | *** ### 7. CRM Organizations The companies (as opposed to individual contacts) that leads and deals are tied to. | Checkbox | What it does | | ------------ | ----------------------------------------------------------------------- | | **Add** | Add a new organization/company record. | | **Edit** | Change an organization's details. | | **Delete** | Remove an organization. | | **View** | See organization records. | | **View All** | See every organization, not just ones tied to your own leads and deals. | *** ### 8. CRM Products The catalog of products or services CRM deals are built around, including product lines/groupings. | Checkbox | What it does | | ------------ | -------------------------------------------------------------- | | **Add** | Add a new product or product line to the catalog. | | **Edit** | Change product details or pricing. | | **Delete** | Remove a product from the catalog. | | **View** | See the product catalog. | | **View All** | See the full catalog across the team, not a restricted subset. | *** ### 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. | Checkbox | What it does | | ------------ | ------------------------------------------------------------------------------------------------------------------ | | **Add** | Create new CRM configuration — a pipeline stage, lead source, assignment rule, SLA rule, custom field, or similar. | | **Edit** | Change existing CRM configuration. | | **Delete** | Remove configuration entries. | | **View** | See how CRM is configured. | | **View All** | See the full configuration set, not a restricted subset. | *** ## Task Management ### 1. Task Categories Labels used to group and filter tasks by type. | Checkbox | What it does | | ------------ | ------------------------------------------------------------ | | **Add** | Create a new task category. | | **Edit** | Rename or change a category. | | **Delete** | Remove a category. | | **View** | See the list of categories. | | **View All** | See every category across all workspaces, not just your own. | *** ### 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. | Checkbox | What it does | | ------------ | ------------------------------------------------------------------- | | **Add** | Create a new goal. | | **Edit** | Change a goal's details, link/unlink tasks, or update its progress. | | **Delete** | Remove a goal. | | **View** | See goals and their progress. | | **View All** | See every goal, not just ones you're a participant on. | *** ### 3. Task Lists The boards/lists that tasks are organized into within a workspace. | Checkbox | What it does | | ------------ | ------------------------------------------------------ | | **Add** | Create a new task list. | | **Edit** | Rename a list or change its settings/members. | | **Delete** | Remove a task list. | | **View** | See task lists. | | **View All** | See every task list, not just ones you're a member of. | *** ### 4. Time Tracking Timers and logged time entries against tasks, used for productivity reporting. | Checkbox | What it does | | ------------ | -------------------------------------------------------- | | **Add** | Start a timer or log a manual time entry against a task. | | **Edit** | Change or extend an existing time entry. | | **Delete** | Remove a time entry. | | **View** | See logged time. | | **View All** | See everyone's logged time, not just your own. | *** ### 5. Task Workspaces The top-level container that task lists, categories, and goals live inside. | Checkbox | What it does | | ------------ | ------------------------------------------------- | | **Add** | Create a new task workspace. | | **Edit** | Change workspace details or manage its members. | | **Delete** | Remove a workspace. | | **View** | See workspaces. | | **View All** | See every workspace, not just ones you belong to. | *** ### 6. Tasks The individual to-do items — the core unit of the Task Management module. | Checkbox | What it does | | ------------ | ----------------------------------------------------------------------------------- | | **Add** | Create a new task. | | **Edit** | Change a task's details, status, assignees, or checklist. | | **Delete** | Remove a task. | | **View** | See tasks. | | **View All** | See every task across your workspaces, not just ones assigned to or created by you. | *** ## 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. | Checkbox | What it does | | ------------ | ----------------------------------------------------------------------------------------------------------- | | **Add** | Submit a new reimbursement request, with receipts/attachments. | | **Edit** | Change a pending request. | | **Delete** | Withdraw/remove a request. | | **View** | See reimbursement requests and their status. | | **View All** | See everyone's reimbursement requests, not just your own — needed for whoever processes and pays these out. | *** ## 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. | Checkbox | What it does | | ------------ | -------------------------------------------------------------------------------------------------- | | **Add** | Submit something for approval. | | **Edit** | Act on a request in your queue — approve, reject, or send it back with a query. | | **Delete** | Withdraw/cancel a request. | | **View** | See approval requests and where they are in the chain. | | **View All** | See every approval request across the organization, not just ones you submitted or need to act on. | *** ### 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. | Checkbox | What it does | | ------------ | ------------------------------------------------------------------------- | | **Add** | Create a new approval-workflow rule. | | **Edit** | Change an existing rule — its thresholds, entity type, or approval steps. | | **Delete** | Remove a rule. | | **View** | See what approval rules are configured. | | **View All** | See every rule across all workspaces, not just one. | *** ## Related * [SACCO roles & permissions catalog](/sacco/user/settings/roles-and-permissions) — the equivalent catalog for the Sacco360 module, for comparison and format reference.