Understanding Roles
Roles determine what each team member can see and do in Elona CRM.
How Roles Work
Each user is assigned a role. The role defines:
- Which features they can access
- What actions they can take
- What data they can see
Default Roles
Owner
- Full access to everything
- Can manage billing and subscription
- Cannot be deleted or demoted
Admin
- Full access to features
- Can manage users and settings
- Cannot change owner or billing
Manager
- Access to operations
- Can view reports
- Limited settings access
Staff
- Day-to-day operations
- Create invoices and customers
- Limited to own work
Accountant
- Financial data access
- Reports and analytics
- Read-only for other areas
Permission Types
| Permission | Description |
|---|---|
| View | Can see the data |
| Create | Can add new records |
| Edit | Can modify existing records |
| Delete | Can remove records |
| Export | Can download data |
| Manage | Full control including settings |
Permission Areas
Permissions apply to different areas:
- Customers
- Invoicing
- Payments
- Expenses
- Reports
- Team/Users
- Settings
Checking a User's Permissions
- Go to Team
- Click on the user
- View their role and permissions
- See what they can access
Why Roles Matter
Security
Only give access to what's needed. Less access = less risk.
Accountability
Know who can do what. Track actions by user.
Efficiency
Users see only what they need, reducing confusion.
Best Practices
- Start with the most restrictive role that fits
- Use consistent roles for similar positions
- Review permissions when responsibilities change
- Document any custom roles you create