Levels of rights

The following rights settings are available in amoCRM:

For leads:

  • Add new leads. Available options:
    • Allowed (user can add new leads)
    • Denied (user cannot add new leads)

  • View leads. Available options:
    • Allowed (user can view all the leads in account)
    • All in group (user can view leads of the group to which he/she belongs)
    • If responsible (user can view leads for which he/she is responsible)
    • Denied (user cannot view any leads)

  • Edit. Available options:
    • Allowed (user can edit any lead)
    • All in group (user can edit leads of the group to which he/she belongs)
    • If responsible (user can edit leads for which he/she is responsible)
    • Denied (user cannot edit any leads)

  • Delete. Available options:
    • Allowed (user can delete any lead)
    • All in group (user can delete leads of the group to which he/she belongs)
    • If responsible (user can delete leads for which he/she is responsible)
    • Denied (user cannot delete any leads)

  • Export. Rights to export leads from amoCRM. Available options:
      • Allowed (user can export any lead)
      • All in group (user can export leads of the group to which he/she belongs)
      • If responsible (user can export leads for which he/she is responsible)
      • Denied (user cannot export any leads)

For contacts: 

  • Add new contact. Available options:
    • Allowed (user can add new contacts)
    • Denied (user cannot add new contacts)

  • View contacts. Available options:
    • Allowed (user can view all the contacts in account)
    • All in group (user can view contacts of the group he/she belongs to)
    • If responsible (user can view contacts for which he/she is responsible)
    • Denied (user cannot view any contacts)

  • Edit. Available options:
    • Allowed (user can edit any contact)
    • All in group (user can edit contacts of the group he/she belongs to)
    • If responsible (user can edit contacts for which he/she is responsible)
    • Denied (user cannot edit any contacts)

  • Delete. Available options:
    • Allowed (user can delete any contact)
    • All in group (user can delete contacts of the group he/she belongs to)
    • If responsible (user can delete contacts for which he/she is responsible)
    • Denied (user cannot delete any contacts)

  • Export. Rights to export contacts from amoCRM. Available options:
    • Allowed (user can export any contacts)
    • All in group (user can export contacts of the group he/she belongs to)
    • If responsible (user can export contacts for which he/she is responsible)
    • Denied (user cannot export any contacts)

For companies:

  • Add new companies. Available options:
    • Allowed (user can add new companies)
    • Denied (user cannot add new companies)

  • View companies. Available options:
    • Allowed (user can view all the companies in account)
    • All in group (user can view companies of the group he/she belongs to)
    • If responsible (user can view companies for which he/she is responsible)
    • Denied (user cannot view any companies)

  • Edit. Available options:
    • Allowed (user can edit any companies)
    • All in group (user can edit companies of the group he/she belongs to)
    • If responsible (user can edit companies for which he/she is responsible)
    • Denied (user cannot edit any companies)

  • Delete. Available options:
    • Allowed (user can delete any companies)
    • All in group (user can delete companies of the group he/she belongs to)
    • If responsible (user can delete companies for which he/she is responsible)
    • Denied (user cannot delete any companies)

  • Export. Rights to export companies from amoCRM. Available options:
    • Allowed (user can export any companies)
    • All in group (user can export companies of the group he/she belongs to)
    • If responsible (user can export companies for which he/she is responsible)
    • Denied (user cannot export any companies)

Rights for To-dos cannot be adjusted. All users can view and edit To-dos regardless of the user’s rights settings. Administrator can perform all possible actions in the account, rights of such a user are not limited.

Correlation of rights.

Options you choose in Rights settings are connected with each other and depend on each other.

For example: if a user is denied the right to view leads, then editing and deleting will also become “Denied” for this user (if a user cannot view leads, he will not be able to delete or edit them).

If editing of leads is denied, deleting and export will also be not available for this user.

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