Understanding User Roles

Clientverse has two user roles that determine what actions a user can perform within the application.

Administrator

Administrators have full access to all Clientverse features. This includes:

  • CRM Management — Create, edit, and delete contacts, companies, deals, and activities
  • User Management — Create, edit, and delete user accounts
  • Application Settings — Configure global settings, pipeline stages, and custom fields
  • Reports & Analytics — Access all reports, dashboards, and system information

The first account created during installation is always an administrator account.

Regular User

Regular users have access to CRM features but cannot manage other users or application-wide settings:

  • CRM Management — Create, edit, and delete contacts, companies, deals, and activities
  • Personal Settings — Change their own profile, password, and preferences
  • Search & Reports — Search CRM records and view reports for their own data

Data Visibility

By default, CRM data (contacts, companies, deals) is shared across all users so your team can collaborate effectively. Administrators can configure visibility rules to restrict access when needed.

Audit trail: All record changes are logged with the user and timestamp, so you always know who modified a contact, deal, or company.

Managing Users (Admin Only)

As an administrator, you can manage users from the settings panel:

  1. Navigate to Settings → Users
  2. Click Add User to create a new account
  3. Fill in the user's name, email, password, and role
  4. Click Save to create the account

You can also edit existing users to change their role, reset their password, or deactivate their account.

Continue to Application Settings to learn about configuring Clientverse.