Team & Permissions
When it was just you and your co-founder, sharing a spreadsheet was fine. Everyone could see everything, and nobody worried about access control. Then you hired Ravi for sales, Priya for account management, and an intern for data entry. Suddenly, the intern can see every deal value, Ravi can edit Priya's contacts, and nobody knows who changed that phone number last Tuesday. Permissions aren't about distrust — they're about clarity.
Four roles, zero confusion
TatvaCRM ships with four built-in roles. They cover 90% of team structures out of the box — no configuration needed.
Three levels of record visibility
Roles control what actions someone can take. Visibility controls what data they can see. TatvaCRM separates these cleanly into three levels:
Here's what this looks like in practice. Suppose your company has 500 contacts across 3 teams:
Same CRM, same interface, completely different data views. No one sees more than they need to.
Custom roles for businesses that don't fit the mould
The four built-in roles work for most teams. But every business has edge cases. TatvaCRM lets you create custom roles with any combination of 35 granular permissions and any visibility level.
Teams — organise by geography, department, or product
Teams let you group users and scope their visibility. Create a "North India" team, a "Enterprise Accounts" team, or a "Product X" team — whatever matches your business structure. Managers see their team's records; members see their own. The dashboard, pipeline view, and reports all respect team boundaries automatically.
Users belong to exactly one team. If someone works across teams, give them a custom role with "everything" visibility. Simple, no workarounds needed.
What happens when someone leaves
Your top salesperson just resigned. They had 120 contacts and 8 active deals. Without a CRM, you're scrambling through their phone, email, and notebook trying to piece together months of relationship history. With TatvaCRM, you disable their account — every record, every note, every deal stays exactly where it is. Reassign to the new owner in two clicks.
- 120 contacts on personal phone
- Deal history in their notebook
- Client preferences in their memory
- WhatsApp conversations gone forever
Export restrictions and audit trail
CSV export is restricted to Owner and Admin roles by default. Members and Managers cannot bulk-export your customer database. This prevents the classic scenario: employee downloads all contacts on their last day and takes them to a competitor.
Every create, update, and delete operation is logged in the audit trail. You can see exactly who changed what, when, and what the previous value was. This isn't just for compliance — it's for accountability. When a deal amount changes from ₹5L to ₹50L, you'll know who changed it and when.