Smart Permissions Management

Control Who Sees What—Down to Every Lead, Deal, or Field

Sensitive lead data, financial details, and private customer information often live inside your CRM. Origami’s Smart Permissions Management ensures each user—whether a sales rep or an IT admin—only accesses the records and fields relevant to their role. Define view, edit, create, or delete permissions at a granular level, all without coding.

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Key Highlights

Layered Data Security

Grant or restrict access at the entity (e.g., Opportunities), group (e.g., Financial Fields), or even individual field level.

Role & Group-Based Rules

Assign sales teams, account managers, or marketing roles to different user groups; define permissions that match real-world hierarchies.

Assignment-Based Access

When a rep is assigned a lead, they gain deeper permissions on that record—while unassigned leads remain restricted.

Regulatory Compliance

Lock down sensitive personal data (like PII) for compliance with GDPR or other data-protection rules.

Audit Trail Integration

Track who viewed or edited records; keep a verifiable history to maintain trust and accountability.

Why It Matters

Protect Confidential Deals:

Keep strategic pipelines or high-profile deals visible only to those who need them.

Simplify Onboarding:

Automate user group assignments so new reps inherit the right access from day one.

Scale Across Regions:

Customize permissions for different territories—perfect for global sales expansions.

Real-World Use Cases

Deal Confidentiality

A large enterprise with multiple product lines ensures only the product-specific sales team can see associated deals. Managers have broader oversight.

Sensitive Financial Data

Certain fields—like discount percentages or profit margins—are hidden from junior reps but visible to senior sales managers.

Lead Ownership

When a new lead is created, only the assigned rep and their manager can edit or view it. Others see a limited version, preventing conflicts or data leaks.

Ready to protect your CRM data with precision?

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