CRM Role Settings

Assign each team member's CRM access level — Admin, Sales Manager, Sales Rep, Program Manager, Read Only, or none — independent of their IC role.

What it is

This is a separate, narrower permission layer just for the CRM — manager-only, and distinct from the IC-wide roles on Team Roles. A team member's IC role (Manager, Coordinator, Committee, Board) doesn't automatically decide what they can do in the CRM; this page does.

The access levels

One dropdown per team member, one of five system-default roles — CRM Admin, Sales Manager, Sales Rep, IC Program Manager, Read Only — or No Access. Selecting a new role clears whatever the member currently holds and applies the new one — a member has exactly one CRM access level at a time.

Assigning CRM Admin to yourself

A manager can't self-assign CRM Admin — that option is disabled in your own row unless a superadmin does it for you. This is a deliberate guardrail on the platform's highest CRM privilege level, not a bug.

Why this is separate from Team Roles

An IC role decides someone's standing across the whole platform — whether they can score applications, manage programs, or view portfolio analytics. CRM access is a different concern entirely: a Coordinator with no reason to touch deals shouldn't automatically get CRM Admin, and a Sales Rep working the CRM full-time doesn't need Coordinator-level access to programs and plans. Keeping the two separate means you can staff your CRM without reshaping anyone's IC-wide permissions.

What you're looking at

Each row shows the member, their current role as a colored badge, and when it was last updated — so you can audit who has elevated CRM access at a glance, without opening each person's profile individually.

How it fits your workflow

Set this up once a team member needs to touch the CRM at all — pushing applicants into it, working deals, or pulling reports — and revisit it when someone's responsibilities change. If your member list here is empty, add people from Team Roles first; CRM roles can only be assigned to existing IC team members.

Getting started

Start with your own CRM Admins (via a superadmin, since you can't self-assign it), then work down to Sales Reps and Read Only access for anyone who just needs visibility.