Staff Access Model¶
staff is a single manager table for BackOffice managers, CRM managers, and admins.
The API does not split staff into separate dealer and CRM tables.
Access is separated by scopes and permission flags:
| Field | Type | Description |
|---|---|---|
access_backoffice |
int | BackOffice/trading management scope |
access_crm |
int | CRM/sales/customer management scope |
admin |
int | Full access flag. Admins always have both scopes and all CRM permissions |
groups |
string | Trading group visibility boundary |
brand |
string | CRM brand visibility boundary |
Migration Rules¶
When staff scope fields are added:
- existing staff records get
access_backoffice = 1 - existing non-admin staff records get
access_crm = 0 - existing admins get
access_backoffice = 1andaccess_crm = 1 - existing non-admin staff records get all CRM permissions as
0 - existing admins get all CRM permissions as
1
CRM Permissions¶
Customer permissions:
| Field | Description |
|---|---|
see_customers |
View customers |
set_customers |
Create or update customers |
del_customers |
Delete customers |
export_customers |
Export customers |
see_all_customers |
View all customers in the allowed CRM scope |
Lead permissions:
| Field | Description |
|---|---|
see_leads |
View leads |
set_leads |
Create or update leads |
del_leads |
Delete leads |
convert_leads |
Convert leads to customers |
assign_leads |
Assign or reassign leads |
export_leads |
Export leads |
see_all_leads |
View all leads in the allowed CRM scope |
Notes and contacts permissions:
| Field | Description |
|---|---|
see_notes |
View CRM notes |
set_notes |
Create or update CRM notes |
del_notes |
Delete CRM notes |
see_customer_contacts |
View customer contact fields |
set_customer_contacts |
Update customer contact fields |
Finance permissions:
| Field | Description |
|---|---|
see_finance |
View CRM finance |
set_finance |
Create or update finance requests |
approve_finance |
Approve finance requests |
decline_finance |
Decline finance requests |
export_finance |
Export finance records |
Finance category permissions:
| Field | Description |
|---|---|
see_deposits |
View deposits |
set_deposits |
Create or update deposits |
see_withdrawals |
View withdrawals |
set_withdrawals |
Create or update withdrawals |
see_credits |
View credits |
set_credits |
Create or update credits |
see_bonuses |
View bonuses |
set_bonuses |
Create or update bonuses |
Related Methods¶
These fields are exposed by the manager TCP API: