Users & Permissions

On this page we will tell you how to manage Users, Roles, and Permissions in Fast Track CRM.

In this section of Fast Track CRM, you can manage Users, Roles, Teams, and Permissions. These tools help you organise access across different teams and ensure each person has the correct level of visibility and control within the system.
You can access Users & Permissions from Settings in the main menu.
Users & Permissions
Users & Permissions

👤 Users

Anyone with the System Administrator role or with Administration & Management permissions can create or modify users.
Within this section, you are able to:
  1. Create single or multiple users at once.
  2. Assign User Roles and Teams.
  3. Modify a user’s roles or teams at any time.
  4. Manually customise individual permissions by selecting or deselecting specific permissions as necessary.
Create new Users
Create new Users
🔄 Permission Accumulation: When a User is assigned to more than one User Role and/or Team, they will accumulate all of the active permissions enabled for those selections.

🔐 Managing Access to Sensitive Data

In Fast Track CRM, any Segment Field can be marked as Sensitive Data, allowing you to restrict visibility for users who should not access it.
By default, the following fields are considered sensitive:
  1. Last Name
  2. Username
  3. Address
  4. Date of Birth
  5. Email
  6. Phone Number
Marking a Segment field as Sensitive Data
Marking a Segment field as Sensitive Data
You can manage which Fast Track users can see this data marked as sensitive, to do so make sure they have the permission enabled for Player Management -> View Sensitive Information
Permission for Sensitive Data
Permission for Sensitive Data

🦸 User Roles

User Roles define a collection of permissions that can be assigned to individual users or entire teams. Each User Role comes with a pre-configured set of permissions. We provide seven default roles:
  1. System Administrator
  2. Developer
  3. CRM
  4. Support
  5. Data Analyst
  6. Compliance
  7. Read Only
User Roles
User Roles
On the User Roles page, you can also add a new custom User Role:
Add a new User Role
Add a new User Role

⭐ User Role Capabilities & Access Overview

This section gives you a quick summary of what each default User Role is meant to do. The exact permissions that each role includes, can be checked from the section Users & Permissions -> User Roles by clicking on each role.
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👥 Teams

Teams allow you to manage User Roles and permissions for multiple Users at the same time. For example, with Teams, you can grant access to your entire CRM team at once, and if you ever need to manage their access, you can do so in bulk by changing or adding User Roles assigned to that team. Similarly, when someone new joins your CRM team, you can give them all the necessary permissions by simply adding them to the appropriate Teams.
Creating new Teams
Creating new Teams

❓ FAQ