Permissions

The Permissions tab allows you to flexibly manage what actions managers can perform with loans and payments in leads.

1. Open the “Permissions” tab in the app settings:

2. Select an entity by clicking the “Loan” or “Payment” tab:

3. Find the desired employee in the list or use the search bar:

4. Now, find the column corresponding to the required action (Adding, Editing, Deleting) for the selected manager:

5. Click the checkbox (it is located at the intersection of the manager and the action):

6. A dropdown will open with a list of pipelines and statuses where this manager is ALLOWED to perform the action. Select the desired statuses and pipelines:

7. Clicking “Full action ban” will prevent the manager from adding, editing, or deleting loans or payments in any lead status:

8. If you don’t select any pipeline/status and leave the checkbox unchecked, all actions will be available to this manager across all pipeline stages. This is the “no restrictions” mode:

9. Click “Save” to apply the settings:

10. Open a lead with the required status and make sure the action button or icon is active. For example, if a manager is only permitted to add loans in the “Negotiations” status, they will see an active “Add installment” button in any lead set to the “Negotiations” status:

11. If you move the lead to a different status, such as “Initial contact”, or open a lead with any status other than “Negotiations”, the action button will become unavailable to the selected manager — they won’t be able to add an installment:

12. If you move a lead to a restricted status without refreshing the page, the button will remain in the interface. Upon attempting to click it, a restriction popup will appear, the app will refresh, and the element will disappear:

Examples