Permissions
CRM permissions are defined in crm.permissions.yml and extended dynamically
for each contact type and relationship type bundle.
Grant permissions at Admin > People > Permissions (/admin/people/permissions).
Static permissions
Administration
| Permission |
Machine name |
Notes |
| Administer CRM |
administer crm |
Restrict access; full CRM admin |
| Access CRM |
access crm |
Portal landing and CRM menu sections |
| Permission |
Machine name |
| Create any contact |
create any crm contact |
| View any contact |
view any crm contact |
| View any contact label |
view any crm contact label |
| Edit any contact |
edit any crm contact |
| Delete any contact |
delete any crm contact |
| Permission |
Machine name |
| View all contact revisions |
view all crm contact revisions |
| View contact revision |
view crm contact revision |
| Revert contact revision |
revert crm contact revision |
| Delete contact revision |
delete crm contact revision |
| Permission |
Machine name |
| View mapped contact |
view mapped crm contact |
| Edit mapped contact |
edit mapped crm contact |
| Alter user display name |
alter crm user display name |
Relationships (any bundle)
| Permission |
Machine name |
| Create any relationship |
create any crm relationship |
| View any relationship |
view any crm relationship |
| Edit any relationship |
edit any crm relationship |
| Delete any relationship |
delete any crm relationship |
Relationship revisions
| Permission |
Machine name |
| View all relationship revisions |
view all crm relationship revisions |
| View relationship revision |
view crm relationship revision |
| Revert relationship revision |
revert crm relationship revision |
| Delete relationship revision |
delete crm relationship revision |
Bundle-generated permissions
ContactTypePermissions and RelationshipTypePermissions add four permissions
per bundle when a contact type or relationship type exists.
| Pattern |
Example |
| Create |
create person crm contact |
| View |
view any person crm contact |
| View label |
view any person crm contact label |
| Edit |
edit any person crm contact |
| Delete |
delete any person crm contact |
Relationship type (example: employee)
| Pattern |
Example |
| Create |
create employee crm relationship |
| View |
view any employee crm relationship |
| Edit |
edit any employee crm relationship |
| Delete |
delete any employee crm relationship |
New bundles receive permissions automatically after cache rebuild.