Clkly
Permessi

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.

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app.clkly.xyz
Finance Admin
2 users
Full finance + approvals
Sales Manager
4 users
Own team + approve <GBP 500
Marketing
3 users
Campaigns + remix
Permission catalogue
deals.view
deals.edit
expenses.approve
invoices.send
reports.view
users.invite
budgets.set
audit.export
Cosa ottieni

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.

Traccia di audit

Every privileged action logged - who, what, when. Exportable for SOC2 / ISO 27001 / your annual review.

Perché è importante

Nessun foglio di calcolo su chi può vedere cosa.

La maggior parte dei CRM per PMI ti offre amministratore/membro/sola lettura e lo chiama RBAC. Clkly ti offre un vero catalogo di autorizzazioni, vincoli reali, audit reali. Il tipo di cosa di cui hai bisogno prima che il tuo primo cliente enterprise ti chieda.

  • Ambito a livello di record
    Restrict deals, contacts and invoices to the owner's team by default.
  • Routing delle approvazioni
    Fatture superiori a £1k? Route automatico a un Amministratore Finanziario. Spese superiori a £500? Approvazione del responsabile.
  • Impostazioni predefinite sicure
    New hires land in 'Employee' - read most, write little. Promote when ready.
Sales Manager - North region
View all deals in North region
Approve expenses up to GBP 500
Edit contacts assigned to team
Delete deals
View finance reports
FAQ

FAQ sulle autorizzazioni

Cosa controllano le autorizzazioni?

Le autorizzazioni determinano chi può vedere e fare cosa all'interno del CRM, dagli record alle impostazioni.

  • Set roles for different team members
  • Restrict sensitive data to who needs it
  • Control who can edit, delete or export

Clkly ti offre l'accesso basato sui ruoli, in modo che le persone giuste abbiano il giusto accesso e nient'altro.

Related: Spazi · Conformità

Posso impostare l'accesso basato sui ruoli?

Sì - definisci i ruoli una volta e assegnali, invece di configurare ogni persona manualmente.

  • Reusable roles for common job types
  • Scope access by Space or team
  • Change a role and it applies to everyone in it

L'accesso basato sui ruoli mantiene coerenti le autorizzazioni man mano che la squadra cresce.

Related: People + HR

How do permissions support security and compliance?

Tight access control plus audit logging shows who did what, which auditors expect to see.

  • Least-privilege access by default
  • Audit trail of changes
  • Evidence for security certifications

Good permissions are the backbone of both day-to-day security and certification readiness.

Related: Conformità

Apre le porte giuste. Tieni chiuse le altre.

Ruoli predefiniti su ogni piano. Ruoli personalizzati + vincoli su Pro.

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