Who this is for: Workspace admins and authorised access managers
Roles organise access; permissions decide which records and actions a person can use. Assigning a title or adding someone to a project does not replace reviewing their permissions.
Steps
Open the role and permission settings available to your admin account.
Review the role associated with the employee and the modules that role needs.
Check view, add, edit, delete and other module-specific permissions individually. Some permissions distinguish all records from assigned or personally added records.
Save only the access required for the person's responsibilities.
Ask the person to sign in with their own account and check the intended workflow. Review project membership and client sharing separately.
If you get stuck
If a module remains absent, confirm that it is enabled and included in the company's plan. Avoid sharing an admin login as a way to solve missing access. Contact CRMCEO support if the saved permissions do not match the observed result.