Admins typically have full control to configure modules, manage users and see all data. Employees (such as sales executives, telecallers, coordinators) have restricted access based on the permissions you set. You can also create custom roles – for example “Channel Partner Manager” or “Field Agent” – and give each role its own combination of access rights tailored to your organisation structure.

Yes. Inside the Roles & Permissions area of the Team module, you can create custom roles and define granular permissions for each Qvoo module. For example, a Telecaller can view and update Leads, but not see Invoices; a Manager can access Properties and Customers; while an Admin can control everything end to end. No coding is required – it’s all done with simple toggles.

Go to the Team Members tab and click on “Add Member”. Enter the person’s name, email address, phone number and a login password, then assign a role (Admin or Employee) and, if needed, a sub-role such as Sales Executive, Channel Partner Manager or Data Entry. Once saved, they receive access based on the role and permissions you’ve configured in the Team module.

Yes. Using role-based permissions and visibility settings, you can restrict users to see only their assigned leads, tasks, projects or specific offices. This is especially useful for brokerages with multiple branches, channel partners or city-wise teams where you don’t want every user to see all inventory and customer data in the CRM.

When a team member leaves or changes position, you can instantly deactivate their account or update their role from the Team module. Their historical activity, notes and updates remain safely recorded under their name, but they can no longer log in once access is revoked. This keeps your CRM secure while preserving a clear audit trail of who did what in the system.

Yes. Many Qvoo customers use the Team module to manage users across different branches, cities and partner networks. By combining custom roles with restricted visibility, you can give each office or channel partner its own view of leads and properties, while head office admins and managers still retain a complete, top-level picture of the business.

Because every user gets their own login with clearly defined permissions, you avoid unsafe practices like shared passwords or “everyone is admin”. Role-based access control reduces the risk of data leaks, keeps commission and pricing details restricted, and builds a clean audit trail of activity – which helps with