How to Customize Roles and Permissions

How to Customize Roles and Permissions

In this article, we will show how to manage permissions for different roles within MeasureSquare CRM.

This article applies to MeasureSquare CRM.

Step 1: Go to ⚙️Settings
Step 2:  Click on 'Roles & Permissions'
Step 3: You can create a new role by selecting 'New Role' on the top right side and input the role name. 




Step 4: Once created, you can click on the 3 dots on the right to rename, Edit permission, or Delete the role. 



Step 5: When editing role permissions, you can set the View, Edit, or Delete permissions for a specified role, and access permissions for  "Team Only" or "Owner Only".
Step 6: Click on 'Save' 




In this video we will cover how to create and edit permissions for different roles within MeasureSquare CRM




For any further questions, please reach out to our Support team 
Monday - Friday from 7:30am-4:30pm PST: (626) 683-9188 ext. 3

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