Like for any other plugin, in order to modify permissions for CRM, you should go to Administration -> Roles and permissions. Click on a role you would like to modify, and then scroll down to Contact and Deals plugins. Check-in/check-out appropriate fields.
As you might notice Contacts and Deals are closely connected and some Contact' permissions manage also Deals. You can allow certain roles to:
Contacts
- View contacts
- View private contacts
- Add contacts
- Edit contacts
- Manage issue relations
- Delete contacts
- Add notes
- Delete notes
- Delete own notes
- Manage contacts
- Import contacts
- Export contacts and deals
- Send mail
- Manage public queries
- Save queries
- Manage deal public queries
- Save deal queries
Deals
- Delete deals
- View deals
- Edit deals
- Add deals
- Manage deals
- Delete deal watchers
- Import deals