Granular permissions
without IT tickets.
Custom roles, a full permission catalogue, per-assignment constraints (e.g. approve expenses up to £500), team-scoped budgets, multi-departmental access. RBAC powerful enough for enterprise, simple enough for a 5-person team.
The access model your auditor will love.
Custom roles
Start with Finance Admin, Sales Manager, Marketing Specialist, Employee. Or build your own from the permission catalogue.
Permission catalogue
Every action in Clkly maps to a named permission. View, edit, approve, delete, export - tick what each role can do.
Constraints per assignment
Approve expenses, but only up to £500. View deals, but only your own. Edit invoices, but not after they are sent.
Multi-department access
A finance lead also covers ops? Assign multiple roles. Scoped by department, summed at the user level.
Team-scoped budgets
Sales team owns one budget, Marketing another. Per-user spend cap nested inside the team cap. Live tracking.
Audit trail
Every privileged action logged - who, what, when. Exportable for SOC2 / ISO 27001 / your annual review.
No more spreadsheet of who-can-see-what.
Most SMB CRMs give you admin / member / read-only and call it RBAC. Clkly gives you a real permission catalogue, real constraints, real audit. The kind of thing you need before your first enterprise customer asks.
- Per-record scopingRestrict deals, contacts and invoices to the owner's team by default.
- Approval routingBills over £1k? Auto-route to a Finance Admin. Expenses over £500? Manager approval.
- Safe defaultsNew hires land in 'Employee' - read most, write little. Promote when ready.
Open up the right doors. Keep the rest shut.
Default roles on every plan. Custom roles + constraints on Pro.