How to Set User Roles and Permissions

Role management in Franstorm AI ensures each team member only sees and controls what’s relevant to their job. This keeps your CRM organized and secure as your team grows, and it’s especially important once you’re managing sensitive deal data or working with external contractors.

Common role types include:

• Admin — full access to settings, billing, and all leads/pipelines
• Sales Rep — access to assigned leads, pipeline, and appointments
• Manager — visibility across team performance and reports
• Limited/Viewer — read-only access to specific dashboards

To configure roles:

1. Open Role Management in your dashboard
2. Select a team member
3. Assign or customize their permission level
4. Adjust visibility settings for sensitive fields (deal value, notes, etc.) if needed
5. Save changes — access updates instantly

Proper role setup protects sensitive data while still keeping your team productive and informed. It’s good practice to review roles periodically, especially after team changes, to avoid former employees or contractors retaining unnecessary access.