CRM roles and permissions, audit and admin controls

Before a team grows past a handful of people, a CRM needs controls: who can see which records, who can change settings, and a record of what changed and when. DigiPix Flow puts those controls in the same workspace the team sells from, so setting them up is part of setting up the CRM rather than a separate project.

Users and teams come first: invite teammates, organise them into teams and a sales hierarchy, and manage who has access. Custom roles decide what each person can do, and each role carries a data scope — their own records, their team's, or everything — so a rep works their own pipeline while a manager sees the team's.

Settings are yours to shape: the organisation profile, custom fields, tags, pipeline configuration, email templates, notification preferences and localisation, so the CRM follows your process rather than the other way round.

For compliance, append-only audit logs record user activity, data changes and integration events, kept for as long as your plan allows, and the audit trail can be exported to CSV for the people who review it. Multi-factor sign-in is available on every plan and can be enforced across the whole workspace.

These controls are designed to be set once and then trusted. A new hire gets the role for their job and sees exactly the records that role allows; someone who leaves is removed in one place; and when an auditor or a client asks who changed a record, the answer is in the log with a date and a name rather than in somebody's memory. Integration activity is logged too, so when a lead source goes quiet, its log shows when the last event arrived.

None of this needs a consultant to maintain. Roles, teams and settings are edited from the admin screens by whoever you trust to own them, with no support ticket in between, and a change to a role applies to everyone who holds it — which is what keeps access tidy as people join, move and leave.