sales CRMFeaturesThe front desk records a payment but doesn't see revenue. A sales rep doesn't need Sources, so it's not in their menu. A partner watches the numbers but can't change anything. And the owner can check at any time what the CRM looks like through any employee's eyes.
Permissions in 95sales are a set of checkboxes on a role and on each employee: see finances, patient balances, personal data, medical records; record payments, expenses and charges; change settings; export data. A role sets the defaults (sales rep, sales manager, front desk, doctor, nurse, finance, location manager and others), and the owner can adjust them for a specific person.
The key point: the server checks permissions. If an employee has no right to see amounts, the server simply doesn't send them. The amounts aren't on the screen, in exports, or in the response to a direct link. The general approach to protection is on the data security page.
Besides permissions, each employee has a scope: the locations they see and the businesses they work with. The head of care homes sees care homes, the head of rehab sees rehab, even though everything runs in one CRM.
In 95sales, an employee can record payments or expenses without seeing anyone else's amounts or totals. The front desk takes a payment, and a location manager records cash and card payments for their own patients, but neither sees the clinic's revenue, other locations' cash or the month's totals.
| Who | What they record | What they see |
|---|---|---|
| Front desk | Patient payments, Arrived with payment | Their own entries, no clinic totals |
| Location manager | Cash and card for their location, refunds | Their own entries and their cash on hand |
| Sales rep | Leads, follow-ups, bookings | Leads without pipeline value or revenue by source |
| Care staff | Care plan, care log | No money at all |
| Finance | Expenses, bank transfer confirmation | Totals by location, without the group total or partner shares |
| Partner (view only) | Nothing | Money, leads, patients, read-only |
If a person has no money permission, the CRM also hides every money total on their screens: pipeline value and column totals on the board, revenue by source, admission totals. More on handling money on the cash control page.
The owner can remove sections an employee doesn't need for their job, even if their permissions would let them open those sections. For example, a sales manager doesn't need Sources, and the front desk doesn't need Analytics. A hidden section disappears from the menu and search and won't open from a direct link.
This is about focus and tidiness, not data protection: permissions are what protect data. So set permissions first (what a person may see), then sections (what to show them in the menu).
View as employee is a mode where the owner opens the CRM with a chosen employee's permissions: the same sections, reports, amounts, locations and "own records only" rules, without signing in with their login or knowing their password.
This lets the owner check settings before an employee runs into a problem: can the new front-desk admin see patient balances, did month totals leak to a sales rep, are locations set up correctly.
The Partner (view only) role is for co-owners and investors who want to follow money, leads and patients but shouldn't change anything. The owner decides what's visible with the role's normal permissions, and the server blocks any changes: partners have no action buttons, and the server rejects any edit request. For clinic groups, this beats forwarding reports in a messenger. See multiple locations and groups.
If an employee forgot their password, lost their phone, or their email no longer works, the owner issues new sign-in details right in the CRM: a new temporary password and, if needed, a new email. All of the employee's current sessions are closed. On first sign-in, the employee sets their own password. Only the owner can reset the sign-in of the owner or an admin. The password is shown once, and the action is recorded in the log.
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FAQ
Yes. Recording payments and seeing amounts are separate permissions. The front desk takes payments, while clinic totals and other people's amounts stay hidden, enforced by the server.
With View as employee: the CRM opens with that person's permissions, read-only, without their private messages. The view is recorded in the log.
Yes, with the Partner (view only) role. The partner sees what the role's permissions allow but can't change anything.
The owner marks which sections to remove from the menu in the employee's card. A hidden section won't open from a direct link either.
They can reset it by email themselves. If their email isn't available, the owner issues a new temporary password and closes their old sessions.
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