ERP + CRM

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  1. ERP + CRM
  2. Roles and permissions
Reference

Who can do what in ERP + CRM

Give each team access to its work and assign commercial, purchasing and financial decisions explicitly.

How permissions work

Employee identity

Map each login to the employee who owns leads, activities or operational work. A personal queue should follow that employee's assignments.

Preparation and approval

Sales Rep prepares offers and Sales Manager approves them. Accountant prepares financial work and Finance Manager makes the relevant approval or release decision.

Independent purchasing review

Assign different employees to prepare and approve supplier commitments, even when both hold the Purchasing Manager role. Agree escalation limits in the operating policy.

Entity scope

Review access against the legal entity and the records the person needs. Seeing a record in a queue does not itself grant authority to approve it.

Administration

Admin maintains users and reviewed connections. Commercial and financial decisions remain with their named business owners.

Who can do what

Permissions by role
RoleCustomer pipelineQuotes and sales ordersPurchasing and suppliersReceiving and qualityInventory and fulfillmentProduction planningFinance and closeAssets and depreciation
Sales RepEditEditEditViewEdit—View—
Sales ManagerEditApproveViewViewView———
Purchasing ManagerEditViewApproveEdit—ViewView—
Warehouse Manager—ViewApproveApproveEditView——
Production Planner—ViewViewViewViewEdit——
AccountantViewViewEditViewViewViewEditEdit
Finance ManagerViewViewApproveViewView—ApproveApprove
AdminEditView——————

Each role in detail

Sales Rep

Owns lead qualification, customer follow-up and preparation of offers and orders.

Can

  • Manage Leads, Accounts, contact persons, Opportunities, Activities, Quotes, quote items, Contracts, contract items, sales orders, sales order items
  • View Products, price books, price book entries, credit exposures, Shipments, Invoices, document revisions, signature requests, contract cycles

Starts on: Quotes Awaiting Approval

Sales Manager

Reviews commercial commitments and monitors the opportunity forecast.

Can

  • Manage Opportunities
  • View Leads, Accounts, Activities, Contracts, Quotes, quote items, sales orders, sales order items, credit exposures, document revisions, price books, price book entries, Products, contact persons, signature requests, Approvals

Reviews and approves

  • Approve Quotes, sales orders

Starts on: Quotes Awaiting Approval

Purchasing Manager

Prepares supplier commitments and reviews purchasing requests under the agreed authority policy.

Can

  • Manage Requisitions, requisition items, purchase orders, purchase order items, Accounts, vendor returns
  • View planned orders, goods receipts, receipt acceptances, service acceptances, Bills, bill items, enterprise policies, goods receipt items, quality inspections, bill match allocations, document revisions, Approvals

Reviews and approves

  • Approve Requisitions, purchase orders

Starts on: Purchase Orders Awaiting Approval

Warehouse Manager

Owns physical receipt, quality disposition, stock reservation and shipment evidence.

Can

  • Manage goods receipts, goods receipt items, quality inspections, receipt acceptances, inventory reservations, Shipments, shipment items, inventory counts, inventory count lines, stock events, service acceptances
  • View Products, Inventory, Warehouses, purchase orders, sales orders, sales order items, work orders, stock movements, purchase order items, production completions, vendor returns, customer returns, document revisions

Reviews and approves

  • Approve receipt acceptances, service acceptances, quality inspections

Starts on: Production Schedule

Production Planner

Coordinates material planning and scheduled manufacturing work against customer demand.

Can

  • Manage BO ms, BOM components, Routings, routing operations, MRP runs, planned orders, work orders, work order components, work order operations, production log, production completions
  • View Products, work centers, Inventory, sales orders, Requisitions, quality inspections, work order cost entries, stock movements, stock events, document revisions

Starts on: Production Schedule

Accountant

Prepares billing, settlements, journals, asset calculations and close evidence.

Can

  • Manage Invoices, invoice items, payments received, payment applications, Bills, bill items, bill match allocations, payment runs, payments made, payment allocations, journal entries, journal entry lines, fixed assets, asset books, asset events, depreciation runs, depreciation run lines, close tasks, bank statement lines
  • View Accounts, sales allocations, receipt acceptances, accounting periods, chart of accounts, bank accounts, enterprise policies, Contracts, contract items, contract cycles, sales orders, sales order items, Shipments, shipment items, work order cost entries, close dependencies, asset categories, service acceptances, purchase orders, purchase order items, document revisions, payment instructions, integration events, integration deliveries, goods receipt items, quality inspections, work orders, stock events, Approvals

Starts on: Bills Awaiting Approval

Finance Manager

Decides financial approvals and payment release while reviewing the period and asset position.

Can

  • Manage accounting periods, close templates, close dependencies, enterprise policies
  • View Invoices, Bills, purchase orders, payment runs, payments made, payments received, journal entries, fixed assets, asset books, asset events, depreciation runs, close tasks, credit exposures, document revisions, sales orders, depreciation run lines, asset categories, invoice items, sales allocations, bill items, bill match allocations, receipt acceptances, service acceptances, Accounts, bank accounts, bank statement lines, payment instructions, payment allocations, payment applications, integration events, integration deliveries, journal entry lines, chart of accounts, sales order items, shipment items, contract cycles, purchase order items

Reviews and approves

  • Approve Invoices, Bills, purchase orders, payment runs, journal entries, asset events, Approvals

Starts on: Sales Orders Awaiting Approval

Admin

Maintains access, employee identity mapping and reviewed connection settings.

Can

  • Manage Users, Employees, Entities, Departments, Currencies, integration events, integration deliveries, migration batches, migration items
  • View enterprise policies, document revisions, Approvals, Leads

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