1.1 Sales Person Role
Module — Create — Read — Update — Delete
Leads — Yes — Own — Own — No
Deals — Yes — Own — Own — No
Reports — No — No — No — No
Result:
- salesperson cannot see the other salesperson’s buyers.
- Cannot delete data.
- Cannot see company reports.
- Safe and controlled.
1.2 Branch Manager Role
Module — Create — Read — Update — Delete
Leads — Yes — All — All — No
Deals — Yes — All — All — No
Reports — No — All — No — No
Result:
- Can see all branch data.
- Cannot delete company data.
- Cannot change system settings.
1.3 Admin Role
Everything:
Create → Yes
Read → All
Update → All
Delete → All
Full control.