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Permissions module

In short

Permissions is a HelloCRM module: custom roles, field rules and sharing, paid per user. A paid module that can be tried for 3 days; its price is coming soon. You switch it on next to the free core CRM, and cancelling it deletes none of your data. Custom roles with a permission matrix, module access and record scope per person, field rules, and a log of who changed what.

Updated:

Switching a module off and on The clip shows the Hungarian interface; every screen is also in English.

Fact sheet

What it is
A HelloCRM module: custom roles, field rules and sharing, paid per user.
Who it is for
Not tied to a trade: it can be switched on in any account.
Price
A paid module that can be tried for 3 days; its price is coming soon. Bought on its own, monthly.
Limits
The account's limits depend on the plan; on the free plan: Users: 3, Contacts: 2,000, Emails / month: 500, Storage: 1 GB.
Cancelling
Cancel any time; the module stays until the end of the paid period, and none of your data is deleted.
Languages
Hungarian and English, chosen per user.
Where it runs
In the browser today (app.helloteam.hu), on a phone too; Windows, macOS, iPhone and iPad, Android apps coming soon, none in a store yet.
Where the data is kept
Germany (Falkenstein), Hetzner, EU: the cloud version of HelloCRM keeps its data and uploaded files in Hetzner's Falkenstein data centre. The Self-hosted plan: the same system on your server.
Status
Not launched yet; pre-registration is open. Launch: the date has not been announced.
Maker
DField Solutions, Hungary

Permissions module: facts, as of

What does the Permissions module do?

  • Create your own role and tick in the permission matrix what it may do in each module.
  • Set one person's or team's module access and record scope, and give a role field rules.
  • See who sees what, and follow who changed a permission and when.

What does it cost, and can I try it?

Details

Permissions: paid module, price coming soon.

Bought on its own, monthly, on top of the free core CRM. It can be tried for 3 days first.

Questions

How much does the Permissions module cost?

Paid module, price coming soon.

Can I try the Permissions module?

Yes, for 3 days, once, without paying. After that it is bought on its own, and cancelling it deletes none of your data.