Roles, Permissions & Security

Roles, Permissions & Security

Sensitive Permissions (Use Carefully)

  • Delete โ†’ All
  • Mass Delete Permission
  • Export Permission
  • User Permission
  • Settings Access

Only Admin should have these.

Common Mistakes Businesses Make

  • Giving All access to everyone
  • Not using Own permission
  • Not restricting Delete
  • Giving Export access to sales

Best Practice for Textile Businesses

  • Only 1โ€“2 Admin
  • Branch Managers per location
  • Sales limited to own branch
  • Reports access only to senior team
  • Mass delete restricted

Why Roles Matter in Textile CRM

4.1 Business Context

Textile businesses deal with:

  • High-value orders
  • Design confidentiality
  • Price-sensitive discussions
  • Multi-branch inventory

Without role control:

  • Sales can see other branch buyers
  • Inventory can be edited wrongly
  • Reports can be manipulated

With proper roles:

  • Clear structure
  • No chaos
  • Data secure
  • Owner control intact

Final Checklist

  • Role created
  • Permissions reviewed
  • Assigned to correct users
  • Sensitive permissions restricted
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