> For the complete documentation index, see [llms.txt](https://docs.antbuddy.us/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.antbuddy.us/antbuddy-inc-documents/antcrm-customer-management/settings/activity-permissions.md).

# Activity permissions

Configure activity permissions

1.1. **Configure activity permissions for user**

**Step 1.** Login CRM by Owner account → Open Settings page → User management section → Choose Users

<figure><img src="https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2FaeE4dkHQmjMqEFjowQ1t%2Fimage.png?alt=media&amp;token=12521914-e7d2-468d-97f7-1d0253d8a571" alt=""><figcaption></figcaption></figure>

**Step 2:** Click on user that needs to configure

<figure><img src="https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2FVrGmBRcTRD52qsGM4ucJ%2Fimage.png?alt=media&amp;token=d881dfe5-e0ea-4c16-8e1f-864e408b21f8" alt=""><figcaption></figcaption></figure>

The page will move to the personal information view page and set up the permissions for that user: Display permissions and Activity permissions.

**Step 3.** Open Activity permissions tab

<figure><img src="https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2FmoBa2ci6l28DzrphGZ5Z%2Fimage.png?alt=media&amp;token=df16f89b-5e4e-408c-8cfd-de59a8675613" alt=""><figcaption></figcaption></figure>

This tab will display all features and modules in CRM software so the owner can set up the activity permission for employees

* Grant activity permissions for users by ticking into the checkbox, and cancel permission by removing tick
* After updating, press Save to save the changes

For example: Allow employees to send message and email, you tick the following boxes and press Save

* Send SMS - Send with the template, Send with custom content
* Send Email - Send with the template, Send with custom content

<figure><img src="https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2FwIEE4VRVqbr1Xrx2HE3c%2Fimage.png?alt=media&amp;token=5eabe05e-f8d5-4b8b-8eac-c9c11b95afb9" alt=""><figcaption></figcaption></figure>

**NOTE: Need to configure Setting more permission, editing, deleting Ticket by Agent here**

At Setting activity permission page - Ticket section, click on "setting more"

<figure><img src="https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2FYca8YPrdVH7msF8ZoKGY%2Fimage.png?alt=media&amp;token=5b08fb7e-536e-4e94-93e6-beb96b612a71" alt=""><figcaption></figcaption></figure>

The page will move to setting ticket operation permission by agent, configure and click on Save button

1.2. **Configure activity permissions for group**

**Step 1.** Login AntCRM by Owner account→ Open Setting page → User management section → Choose Group

<figure><img src="https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2FZykUtX1fe2KmvCVXREWe%2Fimage.png?alt=media&amp;token=5699562a-7dfa-4b12-85ce-6b754bc80a1c" alt=""><figcaption></figcaption></figure>

**Step 2:** Click on Edit button at group that need to configure

<figure><img src="https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2FH1uFQKgOvrnc6lioRAaS%2Fimage.png?alt=media&amp;token=284e030b-0a77-4262-b5cd-6ad7447ec94a" alt=""><figcaption></figcaption></figure>

The page will move to **Update group** and set the permissions for that group: Display permissions and Activity permissions

<figure><img src="https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2FxQhnpRF58AisZq04Xvi1%2Fimage.png?alt=media&amp;token=c4ea0693-2569-4f97-b2aa-4f0600b8a458" alt=""><figcaption></figcaption></figure>

**Step 3**. Open Activity permissions tab

<figure><img src="https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2FnMVjkavm6FYHL8pWHVEU%2Fimage.png?alt=media&amp;token=54e3ee0c-6186-4d22-8507-f43576b21fe5" alt=""><figcaption></figcaption></figure>

Setting up activity permissions for a group is the same as setting up activity permissions for users in section ...............

**Step 4.** After ticking the boxes correspond to the activity permissions, click on Save button

**Step 5.** Click on Apply button

<figure><img src="https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2FTA2mLreJ8UxR25PVsFAs%2Fimage.png?alt=media&amp;token=91d3a9b1-4fb6-4699-90d6-3bf6e0cfc3f5" alt=""><figcaption></figcaption></figure>

This step is to customize the objects in the group to which the settings will be applied. There are 2 options:

**All**: Apply this setting to all members of the group

<figure><img src="https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2FX50ag1N2EdBstAW0lFF1%2Fimage.png?alt=media&amp;token=9f264b4b-6aab-4ce8-ba6a-eac0f8acfd36" alt=""><figcaption></figcaption></figure>

* **Some users:** Choose user to apply the setting

<figure><img src="https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2FUeTOFCAUaaWaZAE7AvQW%2Fimage.png?alt=media&amp;token=582d9b53-1c77-44db-8546-2a6d4b71ab76" alt=""><figcaption></figcaption></figure>

**Step 6.** Click on Apply on applicable object options popup

<figure><img src="https://2883279534-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDeVvlGozALEs84kVZd2q%2Fuploads%2F7X6bQmsxTX1a88DzxRHb%2Fimage.png?alt=media&amp;token=0fcc2a19-8898-4646-a24e-52f087b2fe61" alt=""><figcaption></figcaption></figure>
