Role based access
Beside the standard and registered roles used from Joomla! JBA also uses the roles CRM-owner, CRM-employee, CRM-customer. All roles are frontend related as JBA only uses the Joomla backend for technical configuration. CRM-rights can be given to a Joomla user.
1. CRM-owner is the “frontend admin” role as the name suggests. This is someone that has responsibility (in JBA CRM) for managing employees, pricing products, etc.
2. CRM-employee is somebody working for the company. Can be part of different processes and have limited access to more critical parts of the system.
In most cases employees can create but not delete.
Logging changes: changes made by users in the CRM will be logged. In CRM Plus also the name of the person that creates or makes changes is logged for audit purposes.