Taking access away now works, for a role or for one person
Unticking something on the Administrator or Manager role saved and changed nothing, and there was no way to give one person less than their role. Both now work, and nobody's access changed on the day.
14 days free · nothing to install · your data exports whenever you want
What was wrong
The standard Administrator and Manager roles carry a grant for each whole module, behind the ticks you see. That hidden grant answered yes whatever the ticks said, so unticking Delete on leads for the Manager role saved, showed as unticked, and still let every manager delete leads.
On Settings → Users → Permissions you could give one person more than their role, but never less. There was no way to say “the same as Sales, but no delete”.
Three smaller things: the IndiaMART and Just Dial pages listed every caller’s name to anyone who could open them, even people allowed to see only their own leads; the Manage tick on set-up permissions was hidden behind “Show every action”; and switching a plugin on for the first time asked whether to keep permissions nobody had set.
What changes
A tick is the answer
What you tick on a role is exactly what that role may do on that screen. Untick something and it is gone.
Less for one person
On a person’s Permissions tab, untick anything their role gives to take it away for them alone. It shows struck through in red; what you add for them shows in green.
Their own records only
You can narrow one person to their own records on a screen where their role sees the team’s or everyone’s.
Private caller lists
The IndiaMART and Just Dial pages show each person only the callers whose leads they may see. The rest read “A lead given to someone else”, with no name or number.
Also
Manage is always shown on permissions that are only View or Manage, such as IndiaMART, Just Dial, Shopify, Google Drive and Dropbox set-up.
Four supervisor powers can now be granted from the Roles screen: switching Quality between simple and advanced view, logging time for somebody else, being a documents administrator who sees every file, and changing notification settings. Until now only a role with hidden full access to the whole module, such as Administrator, could do these, and nothing on screen said so.
While Manage is ticked, the other ticks on that line show as included in it, because Manage allows everything. Untick Manage first to take one of them away.
Clearing every tick on a screen now stays cleared. On a standard role it could be put back by the next update.
The “switch back on” question on the Plugins screen appears only when a plugin comes back after being switched off, not the first time you switch it on.
Does this affect anything you already have?
Nobody’s access changed. Before switching, every role’s hidden whole-module grant was written into its visible ticks, and every role in every business was checked: each screen and each action answers exactly as it did before.
So the Administrator and Manager roles may now show a few more ticks than before, for things they could always do. If one of them should not be there, untick it, and this time it goes.
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Start with what you need. Grow into the rest.
Per user, per month. Every plan carries the whole product’s foundations (custom fields, roles, reports, documents and notifications) and differs only in how many modules are switched on. Change plan whenever you like; nothing is re-entered and nothing is lost.
CRM + Sales Documents
Leads, customers and deals, with quotations and GST invoices
Pay annually
+ 18% GST: ₹175.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹234.82 / user / month incl. GST
- Leads, customers, companies and deals
- Quotations, sales orders and GST invoices
- Your own mailbox, with replies filed against the record
- Reports, dashboards and exports
- Documents, folders and sharing
- Exhibitions: visiting card scanning, and what each fair earned
- Integrations: IndiaMART, Just Dial, Tally, Google Drive and Dropbox
7 modules switched on
- CRM
- Sales documents
- Settings
- Reports & analytics
- Documents
- Notifications
- Exhibitions
1 GB storage per workspace (organisation)
CRM + Sales Documents + Subscriptions + Warranty
For a business that bills on a cycle and stands behind what it sells
Pay annually
+ 18% GST: ₹352.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹470.82 / user / month incl. GST
- Everything in CRM + Sales Documents
- Recurring billing, plans, add-ons and coupons
- Warranty registration and claims
- Items and stock, which warranty is held against
- Recurring revenue reporting
- Integrations: IndiaMART, Just Dial, Shopify, Tally, Google Drive and Dropbox
10 modules switched on
- CRM
- Sales documents
- Subscriptions
- Warranty
- Inventory
- Settings
- Reports & analytics
- Documents
- Notifications
- Exhibitions
1 GB storage per workspace (organisation)
Full Suite
Every module, switched on
Pay annually
+ 18% GST: ₹588.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹706.82 / user / month incl. GST
- Every module in the product
- Procurement, Inventory, Manufacturing and Quality
- Books, GST returns, TDS and payroll
- Projects, timesheets and billing
- Integrations: IndiaMART, Just Dial, Shopify, Tally, Google Drive and Dropbox
21 modules switched on
- CRM
- Subscriptions
- Sales documents
- Vendors
- Procurement
- Inventory
- Manufacturing
- Quality
- Books
- Accountant
- Projects
- Warranty
- Documents
- Notifications
- Reports & analytics
- Settings
- Point of sale
- Exhibitions
- Channel Partners
- Cross-sell
- Targets & Commission
5 GB storage per workspace (organisation)
Only want this one module?
Individual modules are sold on their own alongside the plans. See every module’s price.
What about storage?
A single module includes 1 GB of storage per workspace (organisation) and Full Suite includes 5 GB per workspace (organisation): documents, attachments, file versions and photographs, counted together for everyone in it, not per user. Add more at any time in tiers, or move to Full Suite and take the larger allowance with it. Nothing is deleted if you run close; uploads are refused with a reason, and what you already have stays exactly where it is.
Annual or monthly?
Both. Annual works out cheaper per month and is charged once at the start; monthly costs a little more and can be stopped at the end of any cycle. The card shows the per-user-per-month figure on both, so the two are comparable at a glance rather than by arithmetic.
See it with your own data
Start free, import a spreadsheet of your customers, and raise a real GST invoice in the first ten minutes. No card, no sales call.