User Roles, Permissions & Access Matrix
iSales CRM has 2 login types. Employees are not a separate login — they are added and managed by the Organization Admin.
Login Type
Who It's For
What They Can Do
Organization Admin
Company owner or manager
Full access: add & manage employees, configure SMTP (Simple Mail Transfer Protocol), build pipelines, track revenue forecasts, view all records
Individual User
Solo entrepreneur / freelancer
Personal CRM workspace with full pipeline, contact, and lead management — no multi-user team hierarchy needed
About Employees (added by Organization Admin):
After registering the company workspace, the Organization Admin can add team members directly from within the CRM. Added employees then sign in through the standard login page using the credentials provided by their Admin.
- Access: Day-to-day leads, deals, follow-up queues, and personal performance dashboard.
- Restrictions: Cannot access admin settings, manage other users, or view company-wide revenue forecasts.
- Navigation to add: Header → Users, or Header → Profile → Personal Settings → + Add User
