Rights and roles in Tribe CRM help you control who can view, create, and edit data within your organisation. They are useful when different employees need different levels of access to relationships, activities, or configuration settings. You might use roles to protect sensitive data or to limit changes to specific parts of the system. By following this guide, you will understand how rights and roles work and how to review or assign them correctly.
Table of Contents
What Are Rights And Roles In Tribe CRM?
What Rights Does An Administrator Have?
Which Permissions Can You Set Within A Role?
How Are Rights Structured In Tribe CRM?
How Do You Create A Role?
How Do You See What Rights An Employee Has?
What Are Rights And Roles In Tribe CRM?
Rights determine what actions a user can perform, such as reading, creating, modifying, or deleting data. Roles are collections of these rights that you assign to employees. By combining roles, we allow you to tailor access levels without changing settings for each employee individually.
What Rights Does An Administrator Have?
Tribe CRM has two default user types: Administrator and User.
Administrators have access to all configuration and account settings. Users cannot access these areas but can use all standard CRM functionality by default.
Step By Step Instructions
Click Configuration.
Select Users & Rights.
Open Employees.
Find the relevant employee.
Enable the Administrator checkbox.
The administrator rights are applied immediately.
Which Permissions Can You Set Within A Role?
Within a role, you can control permissions at both entity and field level.
The available permission types are:
Read
Create
Modify
Delete
Export
Permissions can be granted or denied per relationship, activity, or field.
Did you know?
Permissions can be inherited from higher levels. This means a right granted at a higher level can automatically apply to related entities or fields.
How Are Rights Structured In Tribe CRM?
Rights in Tribe CRM are organised in layers. Understanding this structure helps you set permissions accurately.
Relationship: The highest level, covering generic relationship fields such as relationship number or IBAN.
Relationship Type: Generic fields shared by organisation or person types, such as mailing opt-out.
Organisation Types: Fields specific to each organisation type, such as customer or supplier.
Person Types: Fields specific to contacts or employees, including shared commercial fields like email address.
Activities: Generic activity fields and fields per activity type.
Own Entities: Custom entities created within your environment.
Pick Lists: All drop-down lists used in Tribe.
Templates: All document and email templates.
Configuration: Rights for widgets and views creation without administrator access.
General: Export rights applied across all entities.
Other: Commonly used entities not covered elsewhere.
Each permission can have one of the following states: issued, denied, or not available, depending on inheritance and explicit settings.
How Do You Create A Role?
Step By Step Instructions
Click Configuration.
Select Users & Rights.
Open Roles.
Click + Role.
Enter a clear role name.
Click Save And Open.
Select an entity or field.
Adjust the permission bullets as required.
Changes are saved automatically and apply to all employees assigned to the role.
How Do You See What Rights An Employee Has?
Step By Step Instructions
Employees can be assigned to multiple roles. All granted rights are combined, and any granted permission overrides a denied one in another role.
Click Configuration.
Select Users & Rights.
Open Employees.
Click the Key Icon next to an employee.
An overview opens showing all effective rights for that employee, based on their assigned roles.
Quick Summary
Rights and roles in Tribe CRM control how employees interact with data and settings. Administrators can create roles, assign permissions, and combine roles to match organisational needs. By reviewing employee rights, you can ensure access levels remain clear, consistent, and secure.