Custom Permission in Customer Data Platform (CDP) allows the Owner or Admin to manage each role’s access rights to customer data.

With this feature, you can determine the data and menus that each role can access, such as Customers, Customer Notes, Loyalty Wallet, and Customer Segment. Access rights can be set to Everything, Own, or Disabled according to your needs.

These settings determine the menus that can be viewed and the scope of data that can be accessed by each role.

With Custom Permission, you can manage access in greater detail so that each role can only view and perform actions according to its authority. This helps maintain data security while ensuring that work can still be completed without providing excessive access. 

Learn more about Custom Permission here. 

Here is how to manage Custom Permission in Customer Data Platform.

A. How to Access Custom Permission - Customers

1. Log in to your Qontak account, then select the “Settings” menu.
   
2. Select the “Account” submenu, then click the “Roles” tab.
   
3. Then fill in the Role name and Description fields, and determine the Access.
   
4. Next, in the Feature permission section, select the Customers tab.
   
5. You will then see Feature permission - Customers.
   
    

B. Custom Permission Customer [Customers_Customers]

b1. customers_customers_view

In this section, you can set Custom Permission for the Customers page based on the Feature permission - View option. This setting determines the visibility and scope of Customers data that can be accessed, both on the list of customers page and the customer detail page.

(List of Customers Page - All Access View)
 

(Customer Details Page - All Access View)

Here is the explanation: 

1. In the Feature permission section, select Customers and check “Can view”.
   
2. Next, determine the data access scope according to your needs by selecting one of the following options:

• All Access (Everything): can access all customer data in the company.

• Ownership (Own): can only access customer data assigned to them.

• Disabled: cannot access the Customers page. In this condition, you do not check the toggle ‘Can view’ on the Feature Permission page.
  
  This is what it looks like when the view permission on the Customers page is hidden:
  

b2. customers_customers_add

Manages adding or creating a new customer, either by adding a single customer or through the customer import process.

Here is the explanation: 

1. In the Feature permission section, select Customers and check “Can add”.
   
2. Next, determine the data access scope according to your needs by selecting one of the following options:

• All Access (Everything): can add customer data to the company.
  
• Disabled: cannot add Customers. In this condition, you do not check the toggle ‘Can add’ on the Feature Permission page.
  
  This is what it looks like when the add permission ‘Can add’ on the Customers page is hidden.
  
   

b3. customers_customers_delete

Manages the deletion of customer data. Here is the explanation:

1. In the Feature permission section, select Customers and check “Can delete”.
   
2. Next, determine the data access scope according to your needs by selecting one of the following options:

• All Access (Everything): can delete all customer data in the company.
  

(Customer List Page View)

(Customer Details Page View)

 

• Ownership (Own): can only delete customer data assigned to them.  
• Disabled: cannot delete Customers. In this condition, you do not check the toggle ‘Can delete’ on the Feature Permission page.
  
  This is what it looks like when the delete permission on the Customers page is hidden:
  

(Customer List Page View)

(Customer Details Page View)

b4. customers_customers_export

Manages the export or download of customer data. Here is the explanation.

1. In the Feature permission section, select Customers and check “Can export”.
   
2. Next, determine the data access scope according to your needs by selecting one of the following options:

• All Access (Everything): can export customer data in the company.
  

  (View on the All customers page)

(View on the Export page)

• Disabled: cannot export Customers data. In this condition, you do not check the toggle ‘Can export’ on the Feature Permission page.
  
  This is what it looks like when the export permission on the Customers page is hidden:
  
  

b5. customers_customers_manage

Manages the creation and editing of customer data. Here is the explanation:

1. In the Feature permission section, select Customers and check “Can manage”.
   
2. Next, determine the data access scope according to your needs by selecting one of the following options:

• All Access (Everything): can manage customer data in the company.
  
  
   
• Ownership (Own): can only manage customer data that belongs to them.

• Disabled: cannot manage the Customers page. In this condition, you do not check the toggle ‘Can manage’ on the Feature Permission page.
  
  This is what it looks like when the manage permission ‘Can manage’ on the Customers page is hidden. The ‘pencil’ icon for editing Customer details data will not appear.
  

b6. customers_customers_upload

Manages access to bulk importing/uploading Customers using a file. Here is the explanation:

1. In the Feature permission section, select Customers and check “Search association”.
   
2. Next, determine the data access scope according to your needs by selecting one of the following options:

• All Access (Everything): can upload all customer data.
  

(Customer Details Index Page View) 

• Disabled: cannot upload on the Customers page. In this condition, you do not check the toggle ‘Can upload’ on the Feature Permission page.
  
  This is what it looks like when the upload permission on the Customers page is hidden:
  

b7. customers_customers_searchassociate

Manages searching for and associating Customers with other data (Company, Deal, Ticket, Task). 

Here is the explanation:

1. In the Feature permission section, select Customers and check “Search association”.
   
2. Next, determine the data access scope according to your needs by selecting one of the following options:

• All Access (Everything): can associate all customer data.
  

(Customer Details Page View)

• Ownership (Own): can only associate customer data that they manage.  

• Disabled: cannot associate Customers data. In this condition, you do not check the toggle ‘Search association’ on the Feature Permission page.
  
   

C. Custom Permission Customer - Notes [customer_customernotes_]

c1. customers_customernotes_view

Manages the visibility and scope of Customer Notes data that members can view and access based on the permissions granted. Here are the steps to configure the Custom Field:

1. In the Feature permission section, select Customers Notes and check “Can view”.
   
2. Next, determine the data access scope according to your needs by selecting one of the following options:

• All Access (Everything): can view all notes on the Customers Notes page.
  

(Notes View on Customer Details) 

• Ownership (Own): can only view notes assigned to them.

• Disabled: cannot access the Customers Notes page. In this condition, you do not check the toggle ‘Can view’ or “Customer Notes” on the Feature Permission page.
  
  This is what it looks like when the view permission on the Customer Notes - Can view page is hidden, so the “Notes” tab is not displayed:
  

c2. customers_customernotes_add

Manages member access to add or create new Customer notes on the Customer Notes page. Here is the explanation:

1. In the Feature permission section, select Customers Notes and check “Can add”.
   
2. Next, determine the data access scope according to your needs by selecting one of the following options:

• All Access (Everything): can add notes.
  

(Notes View on Customer Details) 

• Disabled: cannot add Customers Notes. In this condition, you do not check the toggle ‘Can add on the Feature Permission page.
  
  This is what it looks like when the add permission on the Customer Notes - Can add page is hidden:
  

c3. customers_customernotes_delete

Manages access to delete customer notes. Here is the explanation:

1. In the Feature permission section, select Customers Notes and check “Can delete”.
   
2. Next, determine the data access scope according to your needs by selecting one of the following options:

• All Access (Everything): can delete all notes.
  

(Notes View on Customer Details) 

• Ownership (Own): can only delete notes assigned to them.

• Disabled: cannot delete Customers Notes. In this condition, you do not check the toggle ‘Can delete” on the Feature Permission page.
  
  This is what it looks like when the delete permission on the Customer Notes - Can delete page is hidden:
  

c4. customers_customernotes_manage

Manages access to create and edit Customer notes. Here is the explanation:

1. In the Feature permission section, select Customers Notes and check “Can manage”.
   
2. Next, determine the data access scope according to your needs by selecting one of the following options:

• All Access (Everything): can access all customer data.
  

(Notes View on Customer Details) 

• Ownership (Own): can only edit Notes data that belongs to them.

• Disabled: cannot manage the Customers page. In this condition, you do not check the toggle ‘Can manage” on the Feature Permission page.
  
  This is what it looks like when the manage permission on the Customer Notes - Can manage page is hidden.
  

D. Custom Permission Loyalty Wallet
[customer_loyaltywallet_view]

Loyalty Wallet is part of an add-on package. After you subscribe to the package, the Loyalty Wallet settings will be available on the Feature permission page, allowing you to manage access according to your needs. There are two access options available:

• All access (Everything)
  You can access and view the Loyalty Wallet in Customer data.
  

• Disabled
  You cannot access the Loyalty Wallet in Customer data. In this condition, you do not check the toggle ‘Loyalty Wallet” on the Feature Permission page.

E. Custom Permission Customer Segments [customer_segment_]

e1. customer_segment_view

Manages the visibility and scope of Customer Segment data that members can view and access. Here is the explanation:

1. In the Feature permission section, select Customer Segment and check “Can view”.
   
2. Next, determine the data access scope according to your needs by selecting one of the following options:

• All Access (Everything): can access all customer data.
  
  (Segment View on Customer) 
• Ownership (Own): can only edit Segments data that belongs to them.

• Disabled: cannot access the Customers page. In this condition, you do not check the toggle ‘Can view’ or ‘Customer Segment’ on the Feature Permission page.
  
  This is what it looks like when the permission on the Customer Segment - Can view page is hidden.
  

e2. customer_segment_add

Manages access to add or create a new Customer Segment. Here is the explanation:

1. In the Feature permission section, select Customer Segment and check “Can add”.
   
2. Next, determine the data access scope according to your needs by selecting one of the following options:

• All Access (Everything): can add all customer segment data.
  

(Segment View on Customer) 

• Disabled: cannot access the Customer Segment page. In this condition, you do not check the toggle ‘Can add’ on the Feature Permission page.
  
  This is what it looks like when the add permission on the Customer Segment - Can add page is hidden.
  

e3. customer_segment_manage

Manages access to create and edit Customer Segment. Here is the explanation:

1. In the Feature permission section, select Customer Segment and check “Can manage”.
   
2. Next, determine the data access scope according to your needs by selecting one of the following options:

• All Access (Everything): can edit Customer Segment, including the segment’s details and criteria.
  

(Edit Access View on Customer) 

• Ownership (Own): can only edit Segments data assigned to them.

• Disabled: cannot manage the Customer Segment page. In this condition, you do not check the toggle ‘Can manage’ on the Feature Permission page.
  
  This is what it looks like when the manage permission on the Customer Segment - Can manage page is hidden.
  

F. Custom Permission Companies [customers_companies_]

f1. customer_company_view

Manages the visibility and scope of Company data that can be accessed, both on the Company list page and the Company details page. Here is the explanation:

1. In the Feature permission section, select Companies and check “Can view”.
   
2. Next, determine the data access scope according to your needs by selecting one of the following options:

• All Access (Everything): can access all customer data.
  

(Companies Index Page View)
 

(Companies Edit Page View)

• Ownership (Own): can only view Companies data that belongs to them and their team.

• Disabled: cannot access the Customers page. In this condition, you do not check the toggle ‘Can view’ or ‘Companies’ on the Feature Permission page.
  

f2. customer_company_add

Manages access to add or create new company data in Qontak. Here is the explanation:

1. In the Feature permission section, select Companies and check “Can add”.
   
2. Next, determine the data access scope according to your needs by selecting one of the following options:

• All Access (Everything): can add all customer data.
  

(Companies Index Page View) 

• Disabled: cannot add data on the Companies page. In this condition, you do not check the toggle ‘Can add’ on the Feature Permission page.
  

f3. customer_company_delete

Manages user permission to delete company data from Qontak. Here is the explanation:

1. In the Feature permission section, select Companies and check “Can delete”.
   
2. Next, determine the data access scope according to your needs by selecting one of the following options:

• All Access (Everything): can delete all customer data.
  

(Companies Index Page View) 

(Companies Index Page - Delete Selected View)

• Disabled: cannot delete data on the Companies page. In this condition, you do not check the toggle ‘Can delete’ on the Feature Permission page.
  

f4. customer_company_export

Manages permission to export or download company data. Here is the explanation:

1. In the Feature permission section, select Companies and check “Can export”.
   
2. Next, determine the data access scope according to your needs by selecting one of the following options:

• All Access (Everything): can export all customer data.
  

(Companies Index Page - Download Selected View) 

• Disabled: cannot export data on the Companies page. In this condition, you do not check the toggle ‘Can export’ on the Feature Permission page.
  

f5. customer_company_manage

Manages user permission to create and edit company data. 

1. In the Feature permission section, select Companies and check “Can manage”.
   
2. Next, determine the data access scope according to your needs by selecting one of the following options:

• All Access (Everything): can manage all customer data.
  

(Company Edit Page View)

(Company Index Page - Bulk Change Selected View)

• Ownership (Own): can only manage Companies data that belongs to them and their team.

• Disabled: cannot manage data on the Companies page. In this condition, you do not check the toggle ‘Can export’ on the Feature Permission page.
  
   

f6. customer_company_upload

Manages permission to upload company data. Here is the explanation:

1. In the Feature permission section, select Companies and check “Can upload”.
   
2. Next, determine the data access scope according to your needs by selecting one of the following options:

• All Access (Everything): can upload all customer data.
  

(Companies Index Page - Multiple Companies View) 

• Disabled: cannot upload Companies data. In this condition, you do not check the toggle ‘Can upload’ on the Feature Permission page.
  

f7. customer_company_searchassociate

This setting allows you to manage access to search for and associate a Company with data in other modules. The modules that can be accessed include Customers, Deals, Tickets, and Tasks. Here is the explanation:

1. In the Feature permission section, select Companies and check “Search association”.
   
2. Next, determine the data access scope according to your needs by selecting one of the following options:

• All Access (Everything): can upload all customer data.
  
  (‘Search Associations’ Customers View) 

  
  (‘Search Associations’ Deals View) 

  
  (‘Search Associations’ Tickets View)

  
  (‘Search Associations’ Tasks View)  

• Disabled: cannot upload Companies data. In this condition, you do not check the toggle ‘Search association’ on the Feature Permission page.