Module: Administration

Users & Permissions Training Guide

Manage team accounts, custom security roles, data visibility, and module permissions.

15 min read

Advanced Level

3 Core Lessons

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What You Will Learn

By the end of this training module, you will be able to:

Create, edit, and deactivate user accounts (/user) with role assignments and credential management

Configure role-based permission profiles (/role-configs/:id/edit) across all CRM modules

Control granular permission flags: isAllow, canView, canCreate, canEdit, and canDelete

Assign specialized action allowances including Export, Import, WhatsApp Access, and Ad Syncs

Protect sensitive financial, billing, and organizational records from unauthorized access

Key Concepts & Architecture

Role Config Matrix

The administrative permission table (/role-configs/:id/edit) defining exact CRUD privileges and feature actions for every module in KineCRM.

Module Allow Switch (isAllow)

A master toggle enabling or completely hiding a module from a user's navigation and API access.

Action Multi-Select

Granular sub-permissions (such as 'Export', 'Bulk Import', or 'WhatsApp Access') granted independently of standard CRUD operations.

Step-by-Step Walkthrough

Training Modules & Workflows

Follow these practical guides to master every capability of Users & Permissions.

Lesson 1 of 3

1. Managing User Accounts

Create and administer employee user seats and role assignments.

Navigate to Users

Go to Users (/user) to view all team members, their associated roles, email addresses, and active/inactive statuses.

Create or Edit User

Click 'Create User' (/user/create). Enter full name, corporate email, phone, and assign an existing security role.

Manage Status

Toggle user status between Active and Inactive. Inactive users are immediately barred from logging in.

User seats should reflect current team members; promptly deactivate departed employees to preserve license quotas and data security.

Lesson 2 of 3

2. The Role Configuration Matrix

Configure exact module access and CRUD privileges for each role.

Open Role Config Settings

Navigate to Role Configs (/role-configs) and click Edit on any target role to open the Role Config Matrix (/role-configs/:id/edit).

Toggle Module Access (isAllow)

Use the 'Allow' switch to show or hide entire modules (e.g. Payments, Companies, Role Configs) for this role.

Configure CRUD Switches

Independently toggle 'canView', 'canCreate', 'canEdit', and 'canDelete' for each module row.

Separating View, Create, Edit, and Delete gives you fine-grained control: sales reps can create leads without having permission to delete them.

Lesson 3 of 3

3. Configuring Specialized Action Allowances

Grant or restrict advanced features like Data Export and Ad Sync.

Select Allowed Actions

In the Actions column, use the multi-select dropdown to grant specific capabilities such as 'Leads Export', 'WhatsApp Access', or 'Google Ads'.

Save Permissions

Changes take effect immediately upon toggle, dynamically adjusting the user's sidebar menus and action buttons.

Restricting the 'Export' action prevents data leakage by disabling CSV export buttons across record lists.

Frequently Asked Questions

Common inquiries regarding Users & Permissions in KineCRM.

Yes. When permissions are updated in the Role Config Matrix, active users receive updated access privileges on their next navigation or page refresh.

Yes. In the Leads row of the Role Config Matrix, leave 'canEdit' enabled and turn off the 'canDelete' switch.

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