Getting started
Understand roles, permissions and visible menus
Practical Pixie CRM instructions for understand roles, permissions and visible menus, including where to go, what to check and how to confirm the change saved correctly.
Where to goSetup → Roles / Setup → Staff
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 understand roles, permissions and visible menus, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Setup → Roles / Setup → Staff in Pixie CRM.
- Confirm the record, date range, filter, customer or staff context that the screen is currently showing before interpreting the result.
- Review the controls that matter for this task: Role name, Role permissions, Assigned staff, Visible modules and menus.
- Work through Understand roles, permissions and visible menus using the supported view or action, keeping the current filters and record context visible.
- Confirm the result against the record, activity history, report output or status shown by Pixie CRM before relying on it.
Fields and controls to review
Role name
Role permissions
Assigned staff
Visible modules and menus
Checks before you finish
- Confirm the intended Pixie CRM workspace.
- Check profile, timezone and notification preferences.
- Make sure your role exposes the areas you need.
- Complete a low-risk test action and verify activity history.
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.