Feature
Feature-level access control for digital card teams
Business teams need control over who can edit cards, view leads, sync CRM data, send WhatsApp messages, or manage settings. ClickCard handles that at feature level.
Best fit
Sales teams with card-only users, CRM staff handling leads, Marketing users managing WhatsApp and Meta Ads
Updated
2026-08-02
Status
Approved
Why it helps
Use this page to understand the practical business value before setting up a ClickCard profile.
Create separate employee logins instead of sharing one password.
Give CRM, card, analytics, WhatsApp, or Meta Ads access only to the right people.
Keep owners and admins in control of shared workspace permissions.
Included features
Owner, admin, manager, CRM, marketer, and employee roles
Per-feature permission toggles
Business membership records
Plan-aware access checks
Use cases
Sales teams with card-only users
CRM staff handling leads
Marketing users managing WhatsApp and Meta Ads
Frequently asked questions
Only if the business admin gives card creation access and the workspace plan allows it.
Yes. Lead CRM and card editing are separate permissions.
Related ClickCard resources
Build the profile behind every QR, link, and follow-up
Create a ClickCard profile with contact save, WhatsApp actions, lead capture, templates, and editable public details.
Create your ClickCard