General Users & Roles Branches Teams Integrations Security

Roles & Permissions

Manage access control across the platform

View Users
System

Super Admin

مدير النظام

Full system access with all permissions across all modules

2 users
System

Organization Owner

مالك المنظمة

Full organization access, billing, and shareholder management

1 users
Custom

Shareholder

مساهم

Financial dashboards and reports, read-only access

5 users
System

Branch Manager

مدير الفرع

Branch management, team approvals, and local operations

4 users
System

Team Leader

قائد الفريق

Team management, lead assignment, deal oversight

5 users
System

Sales Agent

وكيل مبيعات

Assigned leads, deals, activities, and personal pipeline

18 users
System

Marketing Manager

مدير التسويق

Full marketing access, campaigns, ads, and analytics

2 users
System

Marketing Agent

وكيل تسويق

Campaign execution, content creation, social media

4 users
System

Receptionist

موظف استقبال

Lead entry, call logging, visitor management

3 users
System

Property Manager

مدير العقارات

Property listings, media uploads, portal management

2 users
Custom

Referral Partner

شريك إحالة

Referral portal access only, commission tracking

8 users
System

Client

عميل

Client portal only, view own data, requests, and documents

45 users

Click checkboxes to toggle permissions. Changes are saved automatically.

Module / Permission Super Admin Org Owner Shareholder Branch Mgr Team Lead Sales Agent Mktg Mgr Mktg Agent Reception Prop Mgr Referral Client

Create Custom Role

Define a new role with specific permissions for your team

Set Permissions