The App Permission tab defines access to specific pipeline statuses within the CRM. These permissions determine what actions a user can perform as leads and applications move through the sales and underwriting process.
Layout Overview
Pipeline Status – Displays all available statuses in the CRM pipeline (e.g., New Leads, Pending Credit, UW in Process).
Permissions Setting – Allows you to configure role-based access for each status.
Copy from Other Role – Shortcut option to duplicate permissions from an existing role.
Filter (Top Right)
Allows administrators to quickly search for specific statuses or permission types.
Options:
Status → Select a pipeline stage (e.g., Pitched, Pending Credit).
Permission → Select the access type to filter (e.g., Lead, View apps - own).
Apply → Activates the filter.
Clear → Resets filters to show all statuses.
Close → Hides the filter window.
Permission Types
Within each pipeline stage, administrators can assign different levels of access:
Lead
Grants visibility and control over the lead record at that stage.View Apps – Own
Allows the user to view only their own applications in that status.View Apps – All
Grants visibility to all applications in that stage, regardless of ownership.View Apps – Team
Allows the user to view applications belonging to their team (defined by team hierarchy or assignment rules).
⚠️ System Rule: Some permissions (especially for Lead Pool Statuses) are automatically set by the system. Adjusting them has no impact, as indicated in the footer note of the page.
✅ Tip: Combining Basic Permissions with App Permissions ensures that users not only have access to modules (Tasks, Reports, Apps) but also to the correct stages of the workflow.