Solar CRM With Role Permissions - Control Access & Keep Your Team Organized

Running a solar business means managing leads, site surveys, proposals, engineering workflows, and project activities—all at the same time. And when your team grows, having the right role permissions inside your Solar CRM becomes essential.

Your managers need full visibility.
Your sales executives should only see their own leads.
Your engineers should access technical forms, not the entire CRM.
Your support team should only see the tasks relevant to them.

This is where Solar CRM with role permissions becomes a game-changer.

And the best part?

You don’t have to manually configure anything.

You simply tell Fuzen AI what roles you want, and it will automatically create them, configure permissions, and add them to your CRM—instantly.

Let’s break this down.

What Your Solar CRM Already Includes

Before we talk about roles, here’s what your base Solar CRM template already provides:

• A complete lead pipeline with Kanban + Table views
• Full lead details with tabs for Info, Site Survey, Engineering Design, Proposal & Activity Log
• Built-in proposal PDF generator
• Centralized Sales Pipeline page with quick access to all leads
• Analytics dashboards, activity logs & project visibility
• CRM Settings to upload branded proposal templates and To-Do email templates

Since the entire CRM is built on Fuzen, it is fully customizable with simple AI prompts—fields, workflows, automations, templates, dashboards… everything.

And that includes role permissions.

What Are Role Permissions in Solar CRM?

Role permissions decide:

• Who can see which leads

• Who can edit or update certain information

• Who can view analytics

• Who can access technical tabs

• Who can manage settings

• Who can view or edit proposal documents

• Who can view activity logs

• Who can access the entire pipeline vs. only their assigned leads

This keeps your CRM clean, organized, and secure.

The Most Common Roles Solar Teams Need

Here are the typical roles in a solar sales & installation process:

• Manager / Admin

• Sales Executive

• Site Surveyor

• Engineering Team

• Back-office / Operations

• Finance Team

• Installer / Vendor

And you can create all of these inside your template with just one AI prompt.

For example:

Add two user roles: Manager Sales Executive For each role, set up the following base permissions: Manager: Full access to all leads Sales Executive: Restricted access to only the leads assigned to them (view + edit) Create these roles and confirm that both roles can be assigned to any user.

You can copy-paste this directly:

The moment you enter this into the AI Customization Panel, Fuzen’s AI instantly:

• Creates both roles
• Sets permissions
• Adds them to the Roles Tab inside “Edit App”
• Makes them available for assignment

No manual setup. No complexity. No developer needed.

Where You Will See These Roles Inside Your CRM

1. Edit App → Roles

Here, you will see:

• All auto-generated roles

• Permissions assigned to each

• Ability to further edit, delete, or expand roles

• Add restrictions to pages, forms, tables, dashboards, workflows, etc.

2. Team → Members

From here you can:

• Add new users

• Assign them the correct role

• Change roles anytime

• Deactivate/reactivate access

This keeps your CRM secure and ensures your team only sees what they need.

Why Role Permissions Matter in a Solar CRM

1. Full security & access control

Your sensitive proposal templates, customer details, and pricing are protected.

2. Cleaner pipeline views

Sales executives won’t get overwhelmed seeing everyone’s leads - they only see theirs.

3. Zero confusion

Each role only sees the parts of the CRM relevant to their job.

4. Faster onboarding

New team members instantly get the right access.

5. Complete transparency for managers

Managers still see everything—every lead, every update, every activity.

Want More Roles? Just Tell AI

Here are more examples you can use:

To Create a Site Surveyor Role

 Create a "Site Surveyor" role with access only to Site Survey forms and the assigned leads. Hide proposal and engineering tabs for this role. 

To Create an Engineering Role

 Add a role named Engineering Team. Give them access only to Engineering Design inputs and related documents. They should not be able to view or edit proposals. 

To Create a Finance Role

 Create a Finance role with access only to payment-related fields, invoices, and financial reports. Restrict access to all lead details except financial information. 

To Create Installers/Vendors

 Add an Installer role with view-only access to assigned projects. Hide lead info, proposal, and analytics. 

Fuzen AI will handle the complete setup for you.

Final Thoughts

Your Solar CRM becomes far more powerful when every user on your team has the right access.

And with Fuzen’s AI-driven customization, adding and managing permissions takes minutes—not days.

Whether you’re running a small 3-person solar company or a large multi-team solar operation, role permissions help you:

• Keep data secure

• Reduce clutter

• Improve team efficiency

• Maintain transparency

• Speed up workflows

• Protect your sales pipeline

Just tell the AI what you need—and it builds it for you.