Custom Roles & Permissions for Complete Access Control
Empower your team without compromising control or data security.
Goast CRM’s Roles and Permissions feature helps you structure your workspace smartly, giving each team member the access they need nothing more, nothing less. Whether you’re managing a small sales team or a nationwide dispatch network, Goast gives you total control over what each user can see, edit, or manage.
Create Custom User Roles Easily
No more “one-size-fits-all” access. With Goast CRM, you can build custom roles tailored to your workflow and team structure.
Create unlimited user roles (e.g., Sales Agent, Dispatcher, Manager, Admin)
Assign granular permissions for each module—Leads, Orders, Payments, etc.
Save time with reusable role templates
Modify roles anytime as your team evolves
Flexible, Role-Based Access Control
Decide who can view, edit, create, or delete content across your CRM.
Control access to sensitive data like quotes, payments, or contracts
Hide or lock features not relevant to a user’s job
Prevent accidental edits by unauthorized team members
Enable read-only access for monitoring or training purposes
Assign Roles to Users in Seconds
User onboarding is fast and secure with our simple role assignment system.
Assign roles while creating or updating user profiles
Clone existing user roles for faster setup
Reassign roles without disrupting ongoing tasks
Instantly revoke access if a user leaves or changes position
Track Actions by Role & User
Keep a full log of who did what, and when. Protect your business with audit trails and accountability.
View activity logs filtered by user or role
Monitor data edits, dispatches, or payment changes
Improve internal transparency and reduce errors
Strengthen compliance with full permission history
Benefits of Goast CRM’s Roles & Permissions
Better Security: Control who accesses critical business info.
Improved Efficiency: Team members focus only on tools relevant to their role.
Reduced Risk: Prevent data breaches or costly mistakes from unauthorized edits.
Simplified Management: Create, edit, and monitor access in just a few clicks.
Run Your Business with Clarity and Confidence
The more your business grows, the more important access control becomes. With Goast CRM, you can scale your team without losing control or visibility.