Permission levels serve to control user access within the CRM. As part of our initiative to enhance CRM customisation for your organisation, portal owners now have the capability to personalize these titles.

During the onboarding process, the permission level titles are as follows:

For comprehensive details on each permission level, please refer to this page.

If you wish to customise each level with unique titles, please email support@edegfolio.com with your preferred titles for levels 1-7, outlined above.* Following your submission, we will make the updates and promptly notify you of the customisations.