Custom Roles and Permissions — Control Exactly Who Sees What
Build role-based access control for your entire CRM. Define exactly which modules, records, and actions each role can access — from field-level restrictions to module-level blackouts.
SOC 2 Type II Built for US Companies Field-level permissions Module-level access Custom role builder
How It Works
Get started in three simple steps
1
Define Role
Create a custom role and name it (e.g., 'Sales Manager', 'Finance Partner', 'Franchise Owner').
2
Assign Permissions
Grant or restrict access to modules, records, fields, and actions. Set field-level visibility and edit permissions.
3
Assign to Users
Assign the role to users or teams. Permissions take effect immediately.
Key Features
Custom role builder (no code)
Module-level access control
Field-level visibility and edit permissions
Record-level sharing rules
Data export restrictions
Role inheritance and hierarchy
Audit log of permission changes
Team and territory-based access control
Use Cases
Multi-team CRM with different visibility needs
Sales teams see opportunities, support teams see cases, finance teams see revenue. Each role sees only their relevant data.
What teams care about
- Fast adoption with less manual cleanup for managers and reps.
- Clear visibility into workflow execution, outcomes, and accountability.
- Reliable handoffs into the CRM record so downstream teams keep full context.
Deep dive
Open the sections that matter most instead of scrolling through a long uninterrupted text block.
Most CRMs offer basic role types (Admin, User, Read-Only) but don't let you control specific fields, modules, or records. This forces you into a choice: give people too much access or restrict them too much.
HelloGrowthCRM custom roles solve this by giving you granular control. You can hide specific fields from specific roles, restrict module access, enforce record-level sharing rules, and audit all permission changes. That means you can safely share your CRM with partners, franchisees, and cross-functional teams without exposing sensitive data.
Buyer playbook
Compare, launch, and govern the workflow with an interactive overview instead of four long generic essays.
How teams evaluate custom roles
The best pages help buyers understand fit quickly instead of forcing them through long walls of copy.
Check whether the product covers the capabilities you actually care about, such as Custom role builder (no code), Module-level access control, Field-level visibility and edit permissions, Record-level sharing rules.
Test if it supports real execution scenarios like Multi-team CRM with different visibility needs, Franchisor/franchisee data segregation, Partner and reseller access control.
Confirm the workflow stays connected to the rest of your sales stack so reporting and handoffs remain reliable.