Assign Advanced Task Filters permissions
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Grant View and understand the separately registered Create capability.
Where to goAdmin Area → Setup → Staff → Roles → Open role → Permissions
Before you start
- Verify the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide helps you do
Grant View and understand the separately registered Create capability. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to the role used by the intended staff member.
- Find Advanced Task Filters in the permissions list.
- Enable View so the menu and controller can be accessed.
- Enable Create only where your governance policy requires it.
- Save the role and ask the staff member to sign in again if the menu does not refresh immediately.
Fields and options
ViewControls module menu/controller access.
CreateRegistered by the module for filter-template creation governance.
Rules and limits
- The controller explicitly checks View or administrator status before loading pages.
- The source registers Create but does not separately enforce it in the save-template branch; treat View as sufficient in the current implementation and restrict it accordingly.
Check it worked
- Permission assignment completes without a validation or permission error.
- The refreshed report, menu or saved-template page shows the expected state.
- A second authorised user sees only the records and navigation allowed by their core CRM permissions.
Security, privacy and operational checks
- Test changes with a non-production record or a controlled administrator account before wider rollout.
- Do not use navigation visibility as a substitute for core CRM record permissions.
- Grant View only to staff who may analyse the task records available under their core task permissions.
Related guides
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