Roles & Permissions

Mini CRM uses role-based access control (RBAC) via Spatie Laravel Permission. Every user has one role, and each role has a set of permissions.

Built-in Roles

Role	Description
Admin	Full access to everything including user management, roles, settings, and trash
Manager	Full CRM access and reports, but no user/role/settings management
Sales User	Create and edit own CRM records; no delete, no reports, no admin

Permissions by Role

Permission	Admin	Manager	Sales User
View contacts	✅	✅	✅
Create contacts	✅	✅	✅
Edit contacts	✅	✅	✅
Delete contacts	✅	✅	—
View leads	✅	✅	✅
Create leads	✅	✅	✅
Edit leads	✅	✅	✅
Delete leads	✅	✅	—
Convert leads	✅	✅	✅
View deals	✅	✅	✅
Create deals	✅	✅	✅
Edit deals	✅	✅	✅
Delete deals	✅	✅	—
View tasks	✅	✅	✅
Create tasks	✅	✅	✅
Edit tasks	✅	✅	✅
Delete tasks	✅	✅	—
View reports	✅	✅	—
Manage users	✅	—	—
Manage roles	✅	—	—
Manage settings	✅	—	—

Managing Roles (Admin Only)

Go to Roles in the sidebar (Admin only).

View Roles

The Roles list shows each role name and the number of permissions assigned.

Create a Custom Role

Click New Role:

1. Enter a role name (e.g. support_agent)
2. Check the permissions you want to assign
3. Click Save

Edit a Role

Click Edit on any role. Adjust the permission checkboxes and save.

WARNING

Changing a role's permissions affects all users who have that role immediately.

Delete a Role

Click Delete. You cannot delete a role that is currently assigned to any user — reassign or remove those users first.

Assigning a Role to a User

1. Go to Users in the sidebar
2. Click Edit on any user
3. Select their role from the Role dropdown
4. Click Save

Each user has exactly one role.