Staff, roles and organisation
Create and manage roles
Use this Pixie CRM guide to create and manage roles. It covers the navigation path, key controls and the checks that confirm completion.
Where to goSetup → Roles
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for create and manage roles, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Setup → Roles in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Role name, Role permissions, Scope, Assigned staff.
- Complete Create and manage roles using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Role name
Role permissions
Scope
Assigned staff
Checks before you finish
- Apply least-privilege access.
- Confirm role, department and active status.
- Review sensitive permissions before enabling an account.
- Verify access using the intended role.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.