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Kelune CRM

How to set roles and permissions

  • Kelune CRM Cloud

A role is a set of permissions, such as “View contacts” or “Send and schedule campaigns”. Every member, API key, and connected AI tool has one. Kelune CRM Cloud comes with five built-in roles, and you can create your own.

The built-in roles

Role What it is for
Owner Full control, including billing and deleting the workspace
Admin Everything except deleting the workspace or transferring ownership
Manager Runs the CRM day to day, without permissions or billing
Agent Works the data: view, create, edit and import. Cannot delete, export, or send
Viewer Read-only access

Owner and Admin cannot be changed. You can change the permissions of Manager, Agent, and Viewer, but not their names.

See and change a role

  1. Click Settings in the sidebar.
  2. Under Team, click Roles & permissions.
  3. Click the pencil button (Edit) in the role’s row.
  4. Tick or untick permissions. Each group, such as Contacts or Campaigns, has a checkbox for all of its permissions.
  5. Click Update.

The Roles & permissions page with the built-in and custom roles, their permissions and members

Changes apply right away to everyone with the role. A changed built-in role is marked Customized; open its More menu and click Reset to default to undo your changes.

Create a custom role

  1. Click Create role.
  2. Enter a Role name, such as “Marketing assistant”, and a Description.
  3. To start from a built-in role, choose it under Preset.
  4. Tick the permissions the role needs.
  5. Click Create.

The Create role drawer with the name, description and the permission groups

To start from an existing role, open its More menu and click Duplicate. You cannot give a role a permission you do not have yourself.

The permission groups

Group Permissions
Contacts View, create, edit, delete, import, and export contacts; see and change who contacts are assigned to
Lists, Tags, Segments, Smart links, Email templates View, create, edit, and delete
Campaigns View, create, edit, and delete; send and schedule
Sequences View, create, and delete; edit sequences and enroll contacts
Automations View, create, edit, and delete
Media View, upload, organize, and delete
Email logs View, export, and delete
Analytics View analytics and reports
Settings Manage settings, custom fields, email providers, incoming webhooks, roles, and API keys
Workspace View, invite, and remove members; change roles; edit and delete the workspace; manage billing; view the audit log

Permissions marked with an info icon, such as Manage API keys or Invite members, are never available to connected AI tools, even when the role has them. See How to connect AI tools.

Delete a custom role

Open the role’s More menu and click Delete. Everyone with the role moves to Viewer, and so do pending invitations, API keys, and AI tools that used it. Built-in roles cannot be deleted.

Who can grant what

Roles have a rank: Owner, Admin, Manager, Agent, Viewer, and then custom roles. You can invite people to, or change members to, only roles at or below your own, and only roles whose permissions you have yourself.

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