ROLE MANAGEMENT

Smarter Roles.
Stronger Security.

Franstorm CRM empowers Data Administrators with powerful role management tools to control access, enhance security, and keep your team productive.

Custom Roles & Permissions

Create roles and set precise permissions.

Role-Based Access Control

Ensure the right access for the right people.

Secure. Flexible. Scalable.

Built to grow with your organization.

26Permission Sets
Role management dashboard
98%Active Usage

Comprehensive Role Management Capabilities

01

Define Custom Roles & Permissions

Create roles that fit your organization's structure. Set granular permissions to control access to modules, data, and features based on job responsibilities.

Add New Role
Sales Manager
Lead Consultant
Marketing Coordinator
Support Agent
02

Role-Based Access Control

Ensure the right people have the right access. Assign read, edit, or admin rights to protect sensitive data and maintain data integrity.

PermissionsViewEditDeleteAdmin
Admin
Sales Manager
Lead Consultant
Support Agent
03

Streamline Onboarding & Training

Automatically assign predefined roles to new users and give them access to the tools and data they need from day one.

Invite User
Assign Role
Set Permissions
Onboarded
04

Monitor & Adjust Role Assignments

Track user activities and adjust roles or permissions as your business needs evolve.

User Activity Overview This Week
JD
John DoeRole updated to Sales Manager
2m ago
PS
Priya SharmaPermissions updated
45m ago
MJ
Mike JohnsonRole updated to Lead Consultant
2h ago
05

Enhanced Security & Compliance

Enforce security policies and ensure compliance by restricting access to sensitive information based on roles.

Data Security
Access Control
Compliance Ready
06

Comprehensive Reporting & Insights

Gain full visibility into role usage and permissions. Use insights to optimize access, improve efficiency, and make data-driven decisions.

Role Insights This Month
98%Active Usage
26Permission Sets
14Recent Changes

Unlock the Full Potential of Role Management

Franstorm CRM gives you the control, flexibility, and security to manage roles effectively and empower your team to succeed.

Explore Role Management
Improved Efficiency

Right access for the right people speeds up teamwork.

Stronger Security

Protect sensitive data with role-based restrictions.

Better Compliance

Stay compliant with policies and industry regulations.

Operational Flexibility

Adapt roles and permissions as your business grows.

Data-Driven Growth

Use insights to optimize access and drive better outcomes.